NORTH AMERICAN RIG WATCH
| May 01, 2015
May 01, 2015
Baker Hughes shows 901 active rigs as of May 01, 2015, lower by -27 from the previous week. Oil rigs decreased by -24 to 679 (ht: -11; vt-dir: -13) while gas-directed rigs decreased by -3 to 222 (ht: -10; vt-dir: +7). Horizontal oil rigs decreased by -7 to 83 in the Eagle Ford (TX) and vertical/directional oil rigs decreased by -6 to 48 in the Permian (TX). Gas-directed horizontal rigs decreased by -2 to 14 in Haynesville (LA).
EIA NG STORAGE REPORT
| April 30, 2015
April 30, 2015
EIA reported a +81 bcf injection for the week ending April 23 (Bloomberg median +87 bcf, Bloomberg whisper: +91 bcf). The 20 estimates submitted to Bloomberg varied from +70 bcf to +92 bcf with a standard deviation of 6 bcf. Our model showed +90 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA were unchanged at 67 HDDs, while electricity-weighted cooling degree days decreased by -1 CDDs to 10 CDDs. Total US: +81 bcf ( LCMC : +90 bcf, Bloomberg median: +87 bcf) Eas.....
NGL MARKET RECAP
| April 29, 2015
April 29, 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 27, 2015
Commitments of Traders Report – April 27, 2015
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 21. 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, heating oil, Brent, gasoline and WTI during the reference week. Non-commercials net length in natural gas decreased by -3.6k to -59.8k in futures and grew by +3.9k to -19.2k in futures and options. The.....
NORTH AMERICAN RIG WATCH
| April 24, 2015
April 24, 2015
Baker Hughes shows 928 active rigs as of April 24, 2015, lower by -23 from the previous week. Oil rigs decreased by -31 to 703 (ht: -25; vt-dir: -6) while gas-directed rigs increased by +8 to 225 (ht: +4; vt-dir: +4). Horizontal oil rigs decreased by -8 to 136 and vertical/directional oil rigs decreased by -1 to 54 in the Permian (TX). Gas-directed horizontal rigs increased by +2 to 16 in Haynesville (LA).
EIA NG STORAGE REPORT
| April 23, 2015
April 23, 2015
EIA reported a +90 bcf injection for the week ending April 16 (Bloomberg median +87 bcf, Bloomberg whisper: +87 bcf). The 16 estimates submitted to Bloomberg varied from +50 bcf to +93 bcf with a standard deviation of 9 bcf. Our model showed +82 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA decreased by -27 to 67 HDDs, while electricity-weighted cooling degree days decreased by -1 CDDs to 11 CDDs. Total US: +90 bcf ( LCMC : +82 bcf, Bloomberg median: +87 bcf) E.....
NGL MARKET RECAP
| April 22, 2015
April 22, 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 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.....