EIA NG STORAGE REPORT | November 18, 2010

+3 bcf

EIA NG STORAGE REPORT The EIA reported a +3 bcf storage injection for the week ending November 12, lower than the Bloomberg median expectation of a +8 bcf build. The build was lower than last year’s +18 bcf injection and the +21 bcf 5-year average. For the past three weeks, net injections have aligned quite well with pipeline scrapes while consistently suggesting tighter balances than our weather models would suggest. Total US: +3 bcf (Bloomberg median +8 bcf) East: -8 bcf West: -2 b.....


CFTC COT | November 15, 2010

November 15, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending November 9. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. Non-commercial net length rose across the petroleum complex during the week, with the sharpest rise in heating oil. WTI had rallied to $86 (for the first time since the begi.....


EIA NG STORAGE REPORT | November 10, 2010

+19 bcf

EIA NG STORAGE REPORT The EIA reported a +19 bcf storage injection for the week ending November 5, lower than the Bloomberg median expectation of a +23 bcf build. The build was lower than last year’s +25 bcf injection and the +30 bcf 5-year average. The build was in line with our pipeline scrape models, but well below our weather models, which suggested a build in the low- to mid-30s. Total US: +19 bcf (Bloomberg median +23 bcf) East: +0 bcf West: +4 bcf Producing: +15 bcf Statist.....


CFTC COT | November 05, 2010

November 05, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending November 2. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. Non-commercial net length in WTI climbed during the week to reach a record high again (since the CFTC started releasing disaggregated data in January). Non-commercial net .....


EIA NG STORAGE REPORT | November 04, 2010

+67 bcf

EIA NG STORAGE REPORT The EIA reported a +67 bcf storage injection for the week ending October 29, higher than the Bloomberg median expectation of a +64 bcf build. The build easily exceeded last year’s +29 bcf injection and the +26 bcf 5-year average. This places total inventories just 16 bcf below the prior record set in November 2009 with Producing Region’s inventories just 1 bcf below its record level of 1,219 bcf. Total US: +67 bcf (Bloomberg median +64 bcf) East: +39 bcf West: .....


CFTC COT | October 29, 2010

October 29, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending October 26. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. Non-commercial net length increased in WTI during the week to reach its highest point (slightly higher than two weeks ago) since the CFTC started releasing disaggregated d.....


EIA NG STORAGE REPORT | October 28, 2010

+71 bcf

EIA NG STORAGE REPORT The EIA reported a +71 bcf storage injection for the week ending October 22, only slightly lower than the Bloomberg median expectation of a +73 bcf build. The build exceeded last year’s +24 bcf injection and the +45 bcf 5-year average. Nonetheless, the market was clearly primed for a larger injection and rallied on the news. Total US: +71 bcf (Bloomberg median +73 bcf) East: +34 bcf West: +6 bcf Producing: +31 bcf Statistical summary attached. Total US inve.....


CFTC COT | October 22, 2010

October 22, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending October 19. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. Non-commercial net length registered mild decreases in WTI and RBOB and a sharper decline in heating oil during the week. In WTI , net longs fell by 20.7k to 141.0k in fu.....


EIA NG STORAGE REPORT | October 21, 2010

+93 bcf

EIA NG STORAGE REPORT The EIA reported a +93 bcf storage injection for the week ending October 15, higher than the Bloomberg median expectation of a +90 bcf build. The build exceeded last year’s build of +23 bcf and the +54 bcf 5-year average. Total US: +93 bcf (Bloomberg median +90 bcf) East: +51 bcf West: +5 bcf Producing: +37 bcf Statistical summary attached. There will be no commentary today.


CFTC COT | October 15, 2010

October 15, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending October 12. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. Non-commercial net length increased slightly in WTI and RBOB and declined more sharply in heating oil during the week. In WTI , net longs rose by 14.8k to 161.8k in futur.....