CFTC COT
| June 09, 2014
Commitments of Traders Report – June 09, 2014
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 03. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials increased net length in gasoline , but decreased in natural gas, heating oil, Brent and WTI during the reference week. Non-commercials net length in natural gas decreased by -21.0k to +317.9k in futures and declined by -11.7k to +437.8k in.....
NORTH AMERICAN RIG WATCH
| June 06, 2014
June 6, 2014
Baker Hughes shows 1,856 active rigs as of June 6, 2014, lower by -6 from the previous week. The number of oil rigs remained constant at 1,536 (ht: +1; vt-dir: -1) while gas-directed rigs decreased by -6 to 320 (ht: -2; vt-dir: -4). Horizontal oil rigs decreased by -5 to 189 in the Eagle Ford (TX) but increased by +4 to 64 in the Permian (NM). Gas-directed horizontal rigs increased by +2 to 19 in Barnett (TX).
EIA NG STORAGE REPORT
| June 05, 2014
June 5, 2014
Please note our extended U.S. tables covering the injection season are included in the attachment. We overwrite weekly estimates with monthly releases as data becomes available. EIA reported a +119 bcf injection for the week ending May 30 (Bloomberg median +116 bcf, Bloomberg whisper: +115 bcf). The 25 estimates submitted to Bloomberg varied from +107 bcf to +125 bcf with a standard deviation of 4 bcf. Our model showed +121 bcf. Nationwide natural gas-weighted HDDs decreased by -23 to 13, w.....
NGL MARKET RECAP
| June 04, 2014
June 4, 2014
In Focus: March EIA stat highlights Total U.S. gas plant NGL production increased +4% in March to 2,793 kb/d, and was up +13% compared to 2013. Production in the Marcellus was up +6% m-o-m and +155% y-o-y at 168 kb/d. Bakken production increased +5% to 62 kb/d in March and was +27% higher compared to last year. Texas Inland gas plant production was +12% higher y-o-y at 1,192 kb/d.
CFTC COT
| June 02, 2014
Commitments of Traders Report – June 02, 2014
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 27. 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 fell by -10.7k to +338.9k in futures and declined by -21.3k to +449.5k in fu.....
NORTH AMERICAN RIG WATCH
| May 30, 2014
May 30, 2014
Baker Hughes shows 1,862 active rigs as of May 30, 2014, higher by +9 from the previous week. Oil rigs increased by +8 to 1,536 (ht: +9; vt-dir: -1) while gas-directed rigs increased by +1 to 326 (ht: -1; vt-dir: +2). Horizontal oil rigs increased by +8 to 194 in the Eagle Ford (TX) and vertical/directional oil rigs increased by +4 to 220 in the Permian (TX). Gas-directed horizontal rigs increased by +3 to 19 in Granite Wash (TX).
EIA NG STORAGE REPORT
| May 30, 2014
May 29, 2014
EIA reported a +114 bcf injection for the week ending May 23 (Bloomberg median +110 bcf, Bloomberg whisper: +110 bcf). The 21 estimates submitted to Bloomberg varied from +103 bcf to +115 bcf with a standard deviation of 3 bcf. Our model showed +109 bcf. Nationwide natural gas-weighted HDDs increased by +9 to 39, while nationwide electricity-weighted cooling degree days reported by NOAA decreased by -9 to 20 CDDs. Total US: +114 bcf ( LCMC : +109 bcf, Bloomberg median: +110 bcf) East: +64.....
NGL MARKET RECAP
| May 29, 2014
May 29, 2014
In Focus: New gas carriers to support LPG and ethylene/ethane arbitrage The size of the very large gas carrier ( VLGC ) segment is set to grow by around 50% through 2016 in response to greater supply of LPGs – most notably in the US – and increased demand, which is expected to come predominantly from the Asia-Pacific region. The 80 new VLGCs, which are on average 84,000 cubic meters (cbm), should increase capacity by +6.8 million cbm from 12.6 million cbm to 19.3 million cbm by the end of 20.....
U.S. COAL DELIVERIES TO POWER PLANTS
| May 27, 2014
June 2014
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through March 2014. The report contains volume and price data where available.
CFTC COT
| May 27, 2014
Commitments of Traders Report – May 27, 2014
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 20. 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 and WTI , but decreased in gasoline during the reference week. Non-commercials net length in natural gas declined by -5.3k to +349.6k in futures and grew by +9.4k to +470.7k in futures.....