NORTH AMERICAN RIG WATCH
| April 24, 2015
April 24, 2015
Baker Hughes shows 928 active rigs as of April 24, 2015, lower by -23 from the previous week. Oil rigs decreased by -31 to 703 (ht: -25; vt-dir: -6) while gas-directed rigs increased by +8 to 225 (ht: +4; vt-dir: +4). Horizontal oil rigs decreased by -8 to 136 and vertical/directional oil rigs decreased by -1 to 54 in the Permian (TX). Gas-directed horizontal rigs increased by +2 to 16 in Haynesville (LA).
NGL MARKET RECAP
| April 22, 2015
April 22, 2015
Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices, ratios and fractionation spreads.
DOE CRUDE STATS
| April 22, 2015
DOE Report: April 22, 2015
U.S. crude oil inventories grew by +5315k bbl in the week ended April 17, while Cushing stocks rose by +738k bbl. Distillate inventories increased by +395k bbl and gasoline inventories declined by -2135k bbl. We also remind our clients that in-depth analysis of DOE weekly petroleum statistical releases can be conducted using the “Commodities Analytical Toolkit” in the Data Portal section of our website ( www.lcmc-research.com ). Major data points: Crude oil inventories : Grew by +5.32m.....
CFTC COT
| April 20, 2015
Commitments of Traders Report – April 20, 2015
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 14. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials increased net length in heating oil, Brent and WTI , but decreased in natural gas and gasoline during the reference week. Non-commercials net length in natural gas decreased by -28.6k to -56.2k in futures and fell by -28.6k to -23.1k in f.....
OIL PRICE MONITOR
| April 17, 2015
April 17, 2015
Attached is this week’s Oil Price Monitor, which provides an overview of global oil market activity across a range of dimensions, from spot crude and product prices to forward curves, refining margins, product arbitrage, and freight rates.
NORTH AMERICAN RIG WATCH
| April 17, 2015
April 17, 2015
Baker Hughes shows 951 active rigs as of April 17, 2015, lower by -34 from the previous week. Oil rigs decreased by -26 to 734 (ht: -24; vt-dir: -2) while gas-directed rigs decreased by -8 to 217 (ht: -5; vt-dir: -3). Horizontal oil rigs decreased by -5 to 82 in the Bakken (ND) and vertical/directional oil rigs decreased by -2 to 55 in the Permian (TX). Gas-directed horizontal rigs increased by +1 to 14 in Haynesville (LA).
NGL MARKET RECAP
| April 15, 2015
RESEND: 15 April, 2015
RESEND : Charts on page 1 of the document we sent earlier today had different scales on its primary and secondary vertical axes, presenting a potentially misleading view of propane inventory projections. This update corrects the scaling issue. No other changes have been made. Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices, ratios and fractionation spreads.
NGL MARKET RECAP
| April 15, 2015
April 15, 2015
Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices, ratios and fractionation spreads.
DOE CRUDE STATS
| April 15, 2015
DOE Report: April 15, 2015
U.S. crude oil inventories rose by +1294k bbl in the week ended April 10, while Cushing stocks grew by +1287k bbl. Distillate inventories increased by +2017k bbl and gasoline inventories declined by -2072k bbl. We also remind our clients that in-depth analysis of DOE weekly petroleum statistical releases can be conducted using the “Commodities Analytical Toolkit” in the Data Portal section of our website ( www.lcmc-research.com ). Major data points: Crude oil inventories : Grew by +1.2.....
CFTC COT
| April 13, 2015
Commitments of Traders Report – April 13, 2015
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 07. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials increased net length in Brent, gasoline and WTI , but decreased in natural gas and heating oil during the reference week. Non-commercials net length in natural gas fell by -10.5k to -27.6k in futures and decreased by -9.5k to +5.4k in fut.....