CFTC COT
| March 14, 2016
Commitments of Traders Report – March 14, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 08. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoline, gasoil, heating oil and WTI , but decreased in Brent and natural gas during the reference week. Non-commercials net length in natural gas fell by -32.2k to -49.4k in futures and decreased by -28.1.....
NORTH AMERICAN RIG WATCH
| March 11, 2016
March 11, 2016
Baker Hughes shows 480 active rigs as of March 11, 2016, lower by -9 from the previous week. Oil rigs decreased by -6 to 386 (ht: -10; vt-dir: +4) while gas-directed rigs decreased by -3 to 94 (ht: -4; vt-dir: +1). Horizontal oil rigs decreased by -5 in Permian (TX), -3 in Eagle Ford (TX), and -2 in Anadarko (OK) and Permian (NM) each. Gas-directed horizontal rigs increased by +1 in Marcellus ( NEPA ), dropped by -2 in Granite Wash (TX) and Granite Wash (OK) each.
EIA NG STORAGE REPORT
| March 10, 2016
March 10, 2016
The EIA reported a -57 bcf withdrawal for the week ending March 3, coming in-line with our own number at -58 bcf, and weaker than the Bloomberg median at -60 bcf. The nationwide withdrawal was quite close to expectations, especially compared to the previous two numbers, but regionally the Midwest draw was very tight on a weather adjusted basis as the South Central injected. Either the Midwest or the South Central seem to always be involved in the weekly “surprise” discussion and their inte.....
NGL MARKET RECAP
| March 09, 2016
March 9, 2016
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.
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| March 08, 2016
March 8, 2016
Please find attached data and charts detailing U. S. gas imports and power demand for the week ended March 3, 2016. Total net imports for the reference week averaged 1.71 bcf/d, higher by +0.71 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 3.27 bcf/d. Average natural gas demand in the power sector was 24.1 bcf/d, higher by +0.8 bcf/d week-over-week. During the reference week, the contiguous US observed 97 electric-weighted HDDs, higher by +13 from the previo.....
CFTC COT
| March 07, 2016
Commitments of Traders Report – March 07, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 01. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in Brent, gasoline, gasoil and WTI , but decreased in natural gas and heating oil during the reference week. Non-commercials net length in natural gas declined by -28.3k to -17.2k in futures and decreased by -.....
NORTH AMERICAN RIG WATCH
| March 06, 2016
March 4, 2016
Baker Hughes shows 489 active rigs as of March 4, 2016, lower by -13 from the previous week. Oil rigs decreased by -8 to 392 (ht: -5; vt-dir: -3) while gas-directed rigs decreased by -5 to 97 (ht: -3; vt-dir: -2). Horizontal oil rigs increased by +2 in Anadarko (OK) and Alaska but decreased by -3 in Bakken (ND), and -2 by Eagle Ford (TX) and Permian (TX). Gas-directed horizontal rigs increased by +2 in Haynesville (LA), and by +1 in Granite Wash (OK), but dropped by -4 to zero in Woodford (Anar.....
EIA NG STORAGE REPORT
| March 03, 2016
March 3, 2016
The EIA reported a -48 bcf withdrawal for the week ending February 25, coming in significantly stronger than our own number at -31 bcf, and the Bloomberg median at -39 bcf. This is a complete reversal of last week’s implied supply and demand balance and in line with the week ending February 11, when the EIA reported a -163 bcf withdrawal. Regionally the South Central has a stronger withdrawal than expected, but the Midwest was the biggest outlier coming in with an additional 10 bcf draw comp.....
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| March 01, 2016
March 1, 2016
Please find attached data and charts detailing U. S. gas imports and power demand for the week ended February 25, 2016. Total net imports for the reference week averaged 1.00 bcf/d, lower by -2.48 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 3.82 bcf/d. Average natural gas demand in the power sector was 23.2 bcf/d, lower by -1.2 bcf/d week-over-week. During the reference week, the contiguous US observed 85 electric-weighted HDDs, lower by -50 from the previ.....
U.S. COAL DELIVERIES TO POWER PLANTS
| March 01, 2016
March 2016
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through December 2015. The report contains volume and price data where available.