SPECIAL REPORT
| August 13, 2009
Not Very Demanding: Industrial rebound unlikely to save Oct natgas even under the most optimistic scenario
Please find attached the latest LCMC Special Report. Not very demanding Industrial rebound unlikely to save Oct natgas even under the most optimistic scenario
SPECIAL REPORT
| August 10, 2009
Testing Time - How might this week's data releases impact the tone of the crude oil market?
FIVE SETS OF DATA RELEASES THIS WEEK COULD TEST THE CRUDE OIL MARKET’S RECENT BULLISH SENTIMENT.Both WTI and Brent hit a recent low on either side of $60 in mid July, and with the exception of a brief downward correction toward the end of July, are up more than $10 on the month. Last Friday’s Commitment of Traders report from the CFTC, which still is not tracking ICE data, showed non-commercial net length in futures and options on a continuing upward path, rising a stunning 47% last week. The n… .......
SPECIAL REPORT
| July 30, 2009
The Ghost of Electricity: Economic downturn continues to alter weather's impact on US energy demand
Please find attached the latest LCMC Special Report: The ghost of electricity Economic downturn continues to alter weather’s impact on US energy demand
SPECIAL REPORT
| July 23, 2009
Rolling stone: Natural gas weakness evident once the UNG noise dissipates
Please find attached the latest LCMC Special Report: Rolling stone Natural gas weakness evident once the UNG noise dissipates
SPECIAL REPORT
| July 21, 2009
Shifting Quicksand: How large a commercial crude build lies ahead?
Please find attached the latest issue of The Week Ahead. Shifting Quicksand How large a commercial crude build lies ahead?
SPECIAL REPORT
| July 20, 2009
Disciplining Derivatives: Impact of potential overhaul on derivatives markets
Please find attached a report put out this morning by Robbert van Batenburg of our equities team that explores the potential changes to US regulation of the derivatives trading industry: Disciplining Derivatives Impact of potential overhaul on derivatives markets
DATA INSIGHT
| July 14, 2009
Water Displacement: EIA power data indicate lower April gas burn due to hydro and nukes, not coal
Please find attached the latest Data Insight: Water displacement EIA power data indicate lower April gas burn due to hydro and nukes, not coal
SPECIAL REPORT
| July 14, 2009
Run Reversals: WTI vs. Brent, run management, the CFTC and other topics
Please find attached the latest issue of The Week Ahead: Run Reversals WTI vs. Brent, run management, the CFTC and other topics of the week
SPECIAL REPORT
| July 06, 2009
Bye, Products: When will the distilllate mountain start eroding?
All told between the end of Q1 2008 and the end of Q2 2009, the world seems to have accumulated, conservatively, no less than 250m bbls of distillate stocks at the astounding average rate of 640k b/d. This mountain of inventory will continue to grow through at least Q3. How much might stocks draw down and how fast after that?
DATA INSIGHT
| July 01, 2009
Contango & cash: The natural gas term structure and understanding 2010 supply
Please find attached the latest issue of Data Insight Contango & Cash The natural gas term structure and understanding 2010 supply