CFTC COT | May 17, 2013

Commitment of Traders Report - May 17, 2013

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 14, 2013. 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-commercials decreased net length in WTI (futures and options), heating oil and natural gas, but increased net length in gasoline during the reference week. Non-commerci.....


NORTH AMERICAN RIG WATCH | May 17, 2013

May 17, 2013

Baker Hughes shows 1,762 active rigs as of May 17, 2013, unchanged from the previous week. Oil rigs decreased by -4 to 1,408 (ht: -5; vt-dir: +1) and gas-directed rigs increased by +4 to 354 (ht: +2; vt-dir: +2). Horizontal oil rigs fell by -3 in the Eagle Ford (TX) and Anadarko (OK) to 188 and 110, respectively, but increased by +3 to 106 in the Permian (TX). Gas-directed horizontal rigs increased by +5 to 30 in the Eagle Ford (TX).


EIA NG STORAGE REPORT | May 16, 2013

May 16, 2013

EIA reported a +99 bcf injection for the week ending May 10 (Bloomberg median +95 bcf, Bloomberg Whisper +95). The 26 estimates submitted to Bloomberg varied from +88 bcf to +110 bcf with a standard deviation of 5 bcf. Our model showed +94 bcf. Nationwide HDDs decreased to 49, down by -1 week on week. Nationwide cooling degree days reported by NOAA were down by -4 to 8 CDDs. Total US: +99 bcf ( LCMC : +94 bcf; Bloomberg median: +95 bcf) East: +55 bcf West: +13 bcf Producing: +31 bcf (Sal.....


CFTC COT | May 12, 2013

Commitment of Traders Report - May 10, 2013

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 7, 2013. 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-commercials increased net length in WTI , but decreased length in gasoline, heating oil and natural gas during the reference week. Non-commercials’ net length in WTI gr.....


NORTH AMERICAN RIG WATCH | May 10, 2013

May 10, 2013

Baker Hughes shows 1,762 active rigs as of May 10, 2013, higher by +5 for the week. Oil rigs increased by +9 to 1,412 (ht: +4; vt-dir: +5) and gas-directed rigs decreased by -4 to 350 (ht: +3; vt-dir: -7). Horizontal oil rigs increased by +4 to 113 in the Anadarko (OK), by +3 to 191 in the Eagle Ford (TX) and decreased by -3 to 103 in Permian (TX). Vertical/directional oil rigs increased by +3 to 26 in the Permian (NM) and by +3 to 66 in parts of Texas not currently identified with established s.....


EIA NG STORAGE REPORT | May 09, 2013

May 9, 2013

EIA reported a +88 bcf injection for the week ending May 3 (Bloomberg median +86 bcf, Bloomberg Whisper +86). The 28 estimates submitted to Bloomberg varied from +72 bcf to +94 bcf with a standard deviation of 5 bcf. Our model showed +82 bcf. Nationwide HDDs decreased to 50, down by -54 week on week. Nationwide cooling degree days reported by NOAA were up by +8 to 12 CDDs. Total US: +88 bcf ( LCMC : +82 bcf; Bloomberg median: +86 bcf) East: +52 bcf West: +5 bcf Producing: +31 bcf (Salt:.....


CFTC COT | May 03, 2013

Commitment of Traders Report - May 3, 2013

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 30, 2013. 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-commercials increased net length in WTI , natural gas and heating oil, but decreased net length in gasoline during the reference week. Non-commercials’ net length in .....


NORTH AMERICAN RIG WATCH | May 03, 2013

May 3, 2013

Baker Hughes shows 1,757 active rigs as of May 3, 2013, higher by +10 for the week. Oil rigs increased by +22 to 1,403 (ht: +11; vt-dir: +11) and gas-directed rigs decreased by -12 to 354 (ht: -3; vt-dir: -9). Horizontal oil rigs increased by +9 to 109 in the Anadarko (OK), by +3 to 47 in the Permian (NM) and decreased by -4 to 56 in Texas (Other). Vertical/directional oil rigs increased by +6 to 63 in parts of Texas not currently identified with established shale oil plays, according to Baker .....


EIA NG STORAGE REPORT | May 02, 2013

May 2, 2013

EIA reported a +43 bcf injection for the week ending April 26 (Bloomberg median +29 bcf, Bloomberg Whisper +31). The 27 estimates submitted to Bloomberg varied from +19 bcf to +41 bcf with a standard deviation of 3 bcf. Our model showed +33 bcf. Nationwide HDDs increased to 104, up by +13 week on week. Nationwide cooling degree days reported by NOAA were down by -8 to 4 CDDs. Total US: +43 bcf ( LCMC : +33 bcf; Bloomberg median: +29 bcf) East: +18 bcf West: +5 bcf Producing: +20 bcf (Sa.....


CFTC COT | April 26, 2013

Commitment of Traders Report - April 26, 2013

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 23, 2013. 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-commercials increased net length in WTI and natural gas, but decreased length in gasoline and heating oil during the reference week. Non-commercials’ net length in W.....