CFTC COT | August 17, 2015

Commitments of Traders Report – August 17, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 11. 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, natural gas and gasoil , but decreased in Brent, heating oil and WTI during the reference week. Non-commercials net length in natural gas rose by +5.8k to +33.3k in futures and grew by +2.6k to +.....


NORTH AMERICAN RIG WATCH | August 14, 2015

August 14, 2015

Baker Hughes shows 883 active rigs as of August 14, 2015, unchanged from the previous week. Oil rigs increased by +2 to 672 (ht: +6; vt-dir: -4) while gas-directed rigs decreased by -2 to 213 (ht: -2; vt-dir: unch). Horizontal oil rigs increased by +7 in Permian (TX) and by +4 in Eagle Ford (TX), while declining by -3 in Bakken (ND) and Permian (NM). Vertical/Directional oil rigs declined by -6 in Permian (TX). Gas-directed horizontal rigs declined by -3 in Eagle Ford (TX).


EIA NG STORAGE REPORT | August 13, 2015

August 13, 2015

EIA reported a +65 bcf injection for the week ending August 6 (Bloomberg median +57 bcf, Bloomberg whisper: +57 bcf). The 21 estimates submitted to Bloomberg varied from +38 bcf to +63 bcf with a standard deviation of 5 bcf. Our model showed +60 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA increased by +1 HDD to 1 HDDs, while electricity-weighted cooling degree days decreased by -10 CDDs to 78 CDDs. Total US: +65 bcf ( LCMC : +60 bcf, Bloomberg median: +57 bc.....


NGL MARKET RECAP | August 12, 2015

August 12, 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.


CFTC COT | August 10, 2015

Commitments of Traders Report – August 10, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 04. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoil and WTI , but decreased in Brent, gasoline, natural gas and heating oil during the reference week. Non-commercials net length in natural gas grew by +6.9k to +27.5k in futures and declined by -0.1k .....


NORTH AMERICAN RIG WATCH | August 07, 2015

August 7, 2015

Baker Hughes shows 883 active rigs as of August 7, 2015, higher by +10 from the previous week. Oil rigs increased by +6 to 670 (ht: +6; vt-dir: +0) while gas-directed rigs increased by +4 to 213 (ht: +2; vt-dir: +2). Horizontal oil rigs increased by +4 in Permian (TX) and by +2 in Anadarko (OK). Gas-directed horizontal rigs increased by +4 in Marcellus (WV) and decreased by -2 in Marcellus ( SWPA ).


EIA NG STORAGE REPORT | August 06, 2015

August 6, 2015

EIA reported a +32 bcf injection for the week ending July 30 (Bloomberg median +40 bcf, Bloomberg whisper: +40 bcf). The 24 estimates submitted to Bloomberg varied from +37 bcf to +55 bcf with a standard deviation of 4 bcf. Our model showed +39 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA decreased by -1 HDD to 0 HDDs, while electricity-weighted cooling degree days increased by +5 CDDs to 88 CDDs. Total US: +32 bcf ( LCMC : +39 bcf, Bloomberg median: +40 bcf).....


NGL MARKET RECAP | August 06, 2015

August 6, 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.


CFTC COT | August 03, 2015

Commitments of Traders Report – July 31, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 28. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in natural gas, heating oil and WTI , but decreased in gasoline , and unchanged in Brent and Brent during the reference week. Non-commercials net length in natural gas rose by +22.5k to +20.7k in futures and in.....


NORTH AMERICAN RIG WATCH | July 31, 2015

July 31, 2015

Baker Hughes shows 873 active rigs as of July 31, 2015, lower by -2 from the previous week. Oil rigs increased by +5 to 664 (ht: +4; vt-dir: +1) while gas-directed rigs decreased by -7 to 209 (ht: -2; vt-dir: -5). Horizontal oil rigs increased by +2 in Permian (NM) and by +1 in Permian (TX). Gas-directed horizontal rigs decreased by -2 in Marcellus ( SWPA ) and Eagle Ford (TX).