CFTC COT | May 16, 2016

Commitments of Traders Report – May 16, 2016

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 10. 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 and heating oil , but decreased in Brent, gasoline, gasoil and WTI during the reference week. Non-commercials net length in natural gas rose by +11.9k to +76.2k in futures and grew by +10.4k to +6.....


NORTH AMERICAN RIG WATCH | May 13, 2016

May 13, 2016

Baker Hughes shows 405 active rigs as of May 13, 2016, lower by -9 from the previous week. Oil rigs decreased by -10 to 318 (ht: -5; vt-dir: -5), while gas-directed rigs increased by +1 to 87 (ht: +2; vt-dir: -1). Horizontal oil rigs decreased by -3 in Permian (TX) and by -2 in Anadarko (OK). A horizontal gas rig has returned to Colorado after six months of no activity in the state, but there were no changes in any of the majors plays that we track.


EIA NG STORAGE REPORT | May 13, 2016

May 12, 2016

The EIA reported a +56 bcf injection for the week ending May 5, coming in below our own number at +60 bcf and in line with the Bloomberg median at +57 bcf. Regionally the South Central reported a larger build than expected the expense of Midwest and others. There will be no commentary this week. Please note our extended U.S. and Canada tables covering the injection season are included in the attachment.


NGL MARKET RECAP | May 11, 2016

May 11, 2016

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. NATURAL GAS TRADE AND POWER SECTOR DEMAND | May 10, 2016

May 10, 2016

Please find attached data and charts detailing U. S. gas imports and power demand for the week ended May 5, 2016. Total net imports for the reference week averaged 2.02 bcf/d, higher by +0.69 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 2.00 bcf/d. Average natural gas demand in the power sector was 24.3 bcf/d, higher by +0.8 bcf/d week-over-week. During the reference week, the contiguous US observed 18 population-weighted CDDs, lower by -1 from the previous.....


CFTC COT | May 09, 2016

Commitments of Traders Report – May 09, 2016

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 03. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in heating oil , but decreased in Brent, gasoline, natural gas, gasoil and WTI during the reference week. Non-commercials net length in natural gas decreased by -17.7k to +64.3k in futures and fell by -11.4k to .....


NORTH AMERICAN RIG WATCH | May 06, 2016

May 6, 2016

Baker Hughes shows 414 active rigs as of May 6, 2016, lower by -5 from the previous week. Oil rigs decreased by -4 to 328 (ht: -6; vt-dir: +2), while gas-directed rigs decreased by -1 to 86 (ht: unch; vt-dir: -1). Horizontal oil rigs decreased by -3 in Eagle Ford (TX), while increasing by +3 in Permian (TX). Horizontal gas rigs increased by +1 in Haynesville (TX).


EIA NG STORAGE REPORT | May 05, 2016

May 5, 2016

The EIA reported a +68 bcf injection for the week ending April 28, coming in just below our own number at +70 bcf and in line with the Bloomberg median at +67 bcf. Regionally the Midwest reported a smaller build than expected, but salt dome facilities injected another 10 bcf to get to within 20 bcf of their high from last November. However, the scrape sample for the week ending May 5 is calling for a low single digits salt dome injection as of today. With regional weather moving towards normal.....


NGL MARKET RECAP | May 04, 2016

May 4, 2016

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. NATURAL GAS TRADE AND POWER SECTOR DEMAND | May 03, 2016

May 3, 2016

Please find attached data and charts detailing U. S. gas imports and power demand for the week ended April 28, 2016. Total net imports for the reference week averaged 1.33 bcf/d, higher by +0.24 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 2.35 bcf/d. Average natural gas demand in the power sector was 23.3 bcf/d, lower by -0.3 bcf/d week-over-week. During the reference week, the contiguous US observed 26 electric-weighted HDDs, higher by +3 from the previou.....