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.....


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).


EIA NG STORAGE REPORT | April 16, 2015

April 16, 2015

EIA reported a +63 bcf injection for the week ending April 9 (Bloomberg median +55 bcf, Bloomberg whisper: +57 bcf). The 21 estimates submitted to Bloomberg varied from +40 bcf to +66 bcf with a standard deviation of 8 bcf. Our model showed +60 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA decreased by -22 to 94 HDDs, while electricity-weighted cooling degree days increased by +6 CDDs to 12 CDDs. Total US: +63 bcf ( LCMC : +60 bcf, Bloomberg median: +55 bcf) Ea.....


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.


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.....


NORTH AMERICAN RIG WATCH | April 10, 2015

April 10, 2015

Baker Hughes shows 985 active rigs as of April 10, 2015, lower by -39 from the previous week. Oil rigs decreased by -42 to 760 (ht: -30; vt-dir: -12) while gas-directed rigs increased by +3 to 225 (ht: +1; vt-dir: +2). Horizontal oil rigs decreased by -9 to 99 in the Eagle Ford (TX) and vertical/directional oil rigs decreased by -11 to 57 in the Permian (TX). Gas-directed horizontal rigs decreased by -2 to 13 in Haynesville (TX).


EIA NG STORAGE REPORT | April 09, 2015

April 9, 2015

EIA reported a +15 bcf injection for the week ending April 2 (Bloomberg median +12 bcf, Bloomberg whisper: +9 bcf). The 20 estimates submitted to Bloomberg varied from -10 bcf to +20 bcf with a standard deviation of 6 bcf. Our model showed +9 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA decreased by -15 to 116 HDDs, while electricity-weighted cooling degree days were unchanged at 6 CDDs. Total US: +15 bcf ( LCMC : +9 bcf, Bloomberg median: +12 bcf) East: -18 b.....


NGL MARKET RECAP | April 08, 2015

April 8, 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 | April 07, 2015

April 2015

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