CFTC COT | April 06, 2015

Commitments of Traders Report – April 06, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 31. 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, gasoline and WTI , but decreased in natural gas during the reference week. Non-commercials net length in natural gas fell by -11.6k to -17.1k in futures and declined by -26.9k to +15.0k in futur.....


NORTH AMERICAN RIG WATCH | April 02, 2015

April 2, 2015

Baker Hughes shows 1,024 active rigs as of April 2, 2015, lower by -22 from the previous week. Oil rigs decreased by -11 to 802 (ht: -5; vt-dir: -6) while gas-directed rigs decreased by -11 to 222 (ht: -8; vt-dir: -3). Horizontal oil rigs decreased by -5 to 90 in Bakken (ND) and vertical/directional oil rigs decreased by -2 to 68 in the Permian (TX). Gas-directed horizontal rigs decreased by -1 to 30 in Marcellus ( SWPA ).


EIA NG STORAGE REPORT | April 02, 2015

April 2, 2015

EIA reported a -18 bcf withdrawal for the week ending March 26 (Bloomberg median -10 bcf, Bloomberg whisper: -12 bcf). The 22 estimates submitted to Bloomberg varied from -20 bcf to -4 bcf with a standard deviation of 4 bcf. Our model showed -19 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA increased by +22 to 131 HDDs, while electricity-weighted cooling degree days decreased by -1 CDDs to 6 CDDs. Total US: -18 bcf ( LCMC : -19 bcf, Bloomberg median: -10 bcf) E.....


NGL MARKET RECAP | April 01, 2015

April 1, 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 | March 30, 2015

March 30, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 24. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials increased net length in Brent , but decreased in natural gas, heating oil, gasoline and WTI during the reference week. Non-commercials net length in natural gas declined by -17.5k to -5.5k in futures and decreased by -17.2k to +41.9k in f.....


NORTH AMERICAN RIG WATCH | March 27, 2015

March 27, 2015

Baker Hughes shows 1,046 active rigs as of March 27, 2015, lower by -21 from the previous week. Oil rigs decreased by -12 to 813 (ht: -13; vt-dir: +1) while gas-directed rigs decreased by -9 to 233 (ht: -4; vt-dir: -5). Horizontal oil rigs decreased by -4 to 152 while vertical/directional oil rigs increased by +4 to 70 in the Permian (TX). Gas-directed horizontal rigs increased by +1 to 31 in Marcellus ( SWPA ).


EIA NG STORAGE REPORT | March 26, 2015

March 26, 2015

EIA reported a +12 bcf injection for the week ending March 19 (Bloomberg median +8 bcf, Bloomberg whisper: +9 bcf). The 25 estimates submitted to Bloomberg varied from -21 bcf to +25 bcf with a standard deviation of 10 bcf. Our model showed +4 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA decreased by -45 to 109 HDDs, while electricity-weighted cooling degree days increased by +4 CDDs to 7 CDDs. Total US: +12 bcf ( LCMC : +4 bcf, Bloomberg median: +8 bcf) East:.....


NGL MARKET RECAP | March 25, 2015

March 25, 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 | March 23, 2015

Commitments of Traders Report – March 23, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 17. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials increased net length in natural gas , but decreased in heating oil, Brent, gasoline and WTI during the reference week. Non-commercials net length in natural gas increased by +13.6k to +12.0k in futures and rose by +13.1k to +59.1k in futu.....


NORTH AMERICAN RIG WATCH | March 20, 2015

March 20, 2015

Baker Hughes shows 1,067 active rigs as of March 20, 2015, lower by -56 from the previous week. Oil rigs decreased by -41 to 825 (ht: -21; vt-dir: -20) while gas-directed rigs decreased by -15 to 242 (ht: +1; vt-dir: -16). Horizontal oil rigs decreased by -13 to 156 and vertical/directional oil rigs decreased by -2 to 66 in the Permian (TX). Gas-directed horizontal rigs increased by +2 to 30 in Marcellus ( SWPA ).