NGL MARKET RECAP | June 03, 2015

June 3, 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.


U.S. COAL DELIVERIES TO POWER PLANTS | June 01, 2015

June 2015

Please find attached U.S. Coal Deliveries to Electric Power Plants with data through March 2015. The report contains volume and price data where available.


CFTC COT | June 01, 2015

Commitments of Traders Report – June 01, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 26. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in WTI , but decreased in Brent, gasoline, natural gas, gasoil and heating oil during the reference week. Non-commercials net length in natural gas rose by +5.5k to +22.6k in futures and decreased by -21.4k to +.....


NORTH AMERICAN RIG WATCH | May 29, 2015

May 29, 2015

Baker Hughes shows 871 active rigs as of May 29, 2015, lower by -10 from the previous week. Oil rigs decreased by -13 to 646 (ht: -8; vt-dir: -5) while gas-directed rigs increased by +3 to 225 (ht: -1; vt-dir: +4). Horizontal oil rigs decreased by -3 to 128, while vertical oil rigs increased by +1 to 50 in Permian (TX). Gas-directed horizontal rigs decreased by -2 to 29 in Marcellus ( SWPA ).


EIA NG STORAGE REPORT | May 28, 2015

May 28, 2015

EIA reported a +112 bcf injection for the week ending May 21 (Bloomberg median +102 bcf, Bloomberg whisper: +105 bcf). The 17 estimates submitted to Bloomberg varied from +87 bcf to +106 bcf with a standard deviation of 5 bcf. Our model showed +103 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA increased by +1 HDDs to 37 HDDs, while electricity-weighted cooling degree days increased by +1 CDDs to 29 CDDs. Total US: +112 bcf ( LCMC : +103 bcf, Bloomberg median: +1.....


NGL MARKET RECAP | May 28, 2015

May 28, 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 | May 25, 2015

May 25, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 19. 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, gasoil and heating oil , but decreased in Brent, gasoline and WTI during the reference week. Non-commercials net length in natural gas grew by +21.1k to +17.2k in futures and increased by +28.9k .....


NORTH AMERICAN RIG WATCH | May 22, 2015

May 22, 2015

Baker Hughes shows 881 active rigs as of May 22, 2015, lower by -3 from the previous week. Oil rigs decreased by -1 to 659 (ht: +4; vt-dir: -5) while gas-directed rigs decreased by -2 to 222 (ht: -6; vt-dir: +4). Horizontal oil rigs increased by +3 in Eagle Ford (TX) and Colorado, while decreasing by -2 in Bakken (ND) and Permian (TX). Gas-directed horizontal rigs decreased by -3 in Marcellus ( SWPA ) and Colorado and decreased by -2 in Eagle Ford (TX).


EIA NG STORAGE REPORT | May 21, 2015

May 21, 2015

EIA reported a +92 bcf injection for the week ending May 14 (Bloomberg median +96 bcf, Bloomberg whisper: +97 bcf). The 17 estimates submitted to Bloomberg varied from +93 bcf to +101 bcf with a standard deviation of 2 bcf. Our model showed +93 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA increased by +7 HDDs to 38 HDDs, while electricity-weighted cooling degree days increased by +11 CDDs to 28 CDDs. Total US: +92 bcf ( LCMC : +93 bcf, Bloomberg median: +96 bcf.....


NGL MARKET RECAP | May 20, 2015

May 20, 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.