EIA NG STORAGE REPORT
| July 19, 2012
July 19, 2012
EIA reported a +28 bcf injection for the week ended July 13 (Bloomberg median +34 bcf, Bloomberg Whisper +32 bcf). The 26 estimates submitted to Bloomberg varied from +28 bcf to +46 bcf with a standard deviation of 5 bcf. Our model showed +32 bcf. Nationwide cooling degree days reported by NOAA dropped to 92 CDDs from a season-high of 100 CDDs the prior week. Total US: +28 bcf ( LCMC +32 bcf; Bloomberg median +34 bcf) East: +23 bcf West: +4 bcf Producing: +1 bcf Today’s +28 bcf comp.....
CFTC COT
| July 13, 2012
Commitment of Traders Report - July 13, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 10. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. Non-commercial net length dropped in WTI during the week ended July 10 following last week’s gains. Non-commercials reduced net length by -12.3k to 199.2k in futures and by -15......
NORTH AMERICAN RIG WATCH
| July 13, 2012
Baker Hughes
Baker Hughes shows 1,949 active rigs as of July 13, 2012, down -12 from a week ago. Oil rigs were up by +8 (ht: +5, vt-dir: +3) and total gas rigs dropped by -20 (ht: -13, vt-dir: -7). Horizontal oil rigs went up by +3 in Permian (NM), +2 in Permian (TX), and +1 in Anadarko (OK), while going down by -3 in Eagle Ford (TX). Vertical/directional oil rigs went down by -7 in Permian (TX), but were up by +5 in Permian (NM). Horizontal gas rigs dropped by -2 in Haynesville (LA) and Marcellus ( NEPA .....
NORTH AMERICAN RIG WATCH
| July 13, 2012
Schlumberger (SMITH) Stats
STATS shows 1,860 active rigs as of July 13, 2012, up +3 rigs from a week ago. Oil rigs were up by +1 (ht: -7, vt-dir: +8) and total gas rigs increased by +2 (ht: -7, vt-dir: +9). Horizontal oil rigs went up by +4 in Barnett Combo (TX), +2 in Bakken (MT) and by +1 in Anadarko (TX), while going down by -4 in Anadarko (OK). Vertical/Directional oil rigs went up by +5 in Anadarko (OK). Horizontal gas rigs were up by +2 in Granite Wash (TX), and +1 in Woodford (Arkoma). The biggest drop in hori.....
EIA NG STORAGE REPORT
| July 12, 2012
July 12, 2012
EIA reported a +33 bcf injection for the week ended July 6 (Bloomberg median +27 bcf, Bloomberg Whisper +27 bcf). The 20 estimates submitted to Bloomberg varied from +18 bcf to +34 bcf with a standard deviation of 4 bcf. Our model showed +33 bcf. Nationwide cooling degree days reported by NOAA showed a sharp increase and reached 100 CDDs from 66 CDDs the week before. Total US: +33 bcf ( LCMC +33 bcf; Bloomberg median +27 bcf) East: +20 bcf West: +13 bcf Producing: 0 bcf Today’s +33 .....
CFTC COT
| July 09, 2012
Commitment of Traders Report - July 9, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 3. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. Non-commercial net length expanded in WTI during the week ended July 3 after decreasing in six out of the previous eight weeks. Non-commercials increased net length by 27.3k to 2.....
NORTH AMERICAN RIG WATCH
| July 06, 2012
Baker Hughes
Baker Hughes shows 1,961 active rigs as of July 6, 2012, up +6 from a week ago. Oil rigs were down by -2 (ht: -3, vt-dir: +1) and total gas rigs went up by +8 (ht: +6, vt-dir: +2). Horizontal oil rigs went up by +5 in Bakken (ND) and +4 in Eagle Ford (TX), while going down by -6 in Anadarko (OK) and -5 in “Other”. Vertical/directional oil rigs went down by -6 in Permian (TX), but were up by +3 in Anadarko (OK). Horizontal gas rigs went up by +3 in Marcellus ( NEPA ).
NORTH AMERICAN RIG WATCH
| July 06, 2012
Schlumberger (Smith) STATS
STATS shows 1,857 active rigs as of July 6, 2012, down -22 rigs from a week ago. Oil rigs came down by -4 (ht: 0, vt-dir: -4) and total gas rigs dropped by -18 (ht: -12, vt-dir: -6). Horizontal oil rigs went up by +4 in Eagle Ford (TX) and by +1 in Permian (TX), while going down by -2 in Anadarko (TX). Vertical/Directional oil rigs went up by +4 in Monterey (CA) but down by -2 in Permian (TX), Eagle Ford (TX) and Anadarko (OK). Horizontal gas rigs were down by -2 in Fayetteville (AR), Haynesv.....
EIA NG STORAGE REPORT
| July 06, 2012
July 6, 2012
EIA reported a +39 bcf injection for the week ended June 29 (Bloomberg median +43 bcf, Bloomberg Whisper +43 bcf). The 25 estimates submitted to Bloomberg varied from +34 bcf to +58 bcf with a standard deviation of 4 bcf. Our model showed +45 bcf. Nationwide cooling degree days remained flat at 66 CDDs. Total US: +39 bcf ( LCMC +45 bcf; Bloomberg median +43 bcf) East: +35 bcf West: +15 bcf Producing: -11 bcf Today’s +39 bcf compares to a +90 bcf injection during the corresponding week.....
CFTC COT
| June 29, 2012
Commitment of Traders Report - June 29, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 26. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. Non-commercials shrank net length in WTI for the third week in a row during the week ended June 26. Non-commercial net length in in WTI declined by -17.0k to 184.2k in futures.....