U.S. COAL DELIVERIES TO POWER PLANTS | February 04, 2015

February 2015

Please find attached U.S. Coal Deliveries to Electric Power Plants with data through November 2014. The report contains volume and price data where available.


CFTC COT | February 02, 2015

Commitments of Traders Report – February 02, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 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, gasoline and WTI , but decreased in natural gas and Brent during the reference week. Non-commercials net length in natural gas decreased by -25.2k to -11.0k in futures and declined by -8.4k to +39.4k.....


NORTH AMERICAN RIG WATCH | January 30, 2015

January 30, 2015

Baker Hughes shows 1,542 active rigs as of January 30, 2015, lower by -91 from the previous week. Oil rigs decreased by -94 to 1,223 (ht: -66; vt-dir: -28) while gas-directed rigs increased by +3 to 319 (ht: +5; vt-dir: -2). Horizontal oil rigs decreased by -25 to 154 in the Eagle Ford (TX) and vertical/directional oil rigs decreased by -13 to 97 in the Permian (TX). Gas-directed horizontal rigs increased by +2 to 27 in Marcellus ( SWPA ).


EIA NG STORAGE REPORT | January 29, 2015

January 29, 2015

EIA reported a -94 bcf withdrawal for the week ending January 22 (Bloomberg median -108 bcf, Bloomberg whisper: -104 bcf). The 24 estimates submitted to Bloomberg varied from -144 bcf to -90 bcf with a standard deviation of 12 bcf. Our model showed -110 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA decreased by -67 to 184 HDDs, while electricity-weighted cooling degree days remained flat at 1 CDD . Total US: -94 bcf ( LCMC : -110 bcf, Bloomberg median: -108 bcf.....


CFTC COT | January 26, 2015

Commitments of Traders Report – January 26, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 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, gasoline and WTI , but decreased in heating oil and Brent during the reference week. Non-commercials net length in natural gas grew by +21.0k to +14.2k in futures and increased by +26.0k to +47.7k in.....


NORTH AMERICAN RIG WATCH | January 23, 2015

January 23, 2015

Baker Hughes shows 1,633 active rigs as of January 23, 2015, lower by -43 from the previous week. Oil rigs decreased by -49 to 1,317 (ht: -27; vt-dir: -22) while gas-directed rigs increased by +6 to 316 (ht: +3; vt-dir: +3). Horizontal oil rigs decreased by -6 to 1179 in Eagle Ford (TX) and by -9 to 135 in the Bakken (ND). Gas-directed horizontal rigs increased by +2 to 25 in Marcellus ( SWPA ).


EIA NG STORAGE REPORT | January 22, 2015

January 22, 2014

EIA reported a -216 bcf withdrawal for the week ending January 15 (Bloomberg median -228 bcf, Bloomberg whisper: -228 bcf). The 24 estimates submitted to Bloomberg varied from -250 bcf to -206 bcf with a standard deviation of 11 bcf. Our model showed -234 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA increased by +11 to 251 HDDs, while electricity-weighted cooling degree days decreased by -1 to 1 CDD . Total US: -216 bcf ( LCMC : -234 bcf, Bloomberg median: -22.....


CFTC COT | January 19, 2015

Commitments of Traders Report – January 19, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 13. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials increased net length in Brent and WTI , but decreased in natural gas, heating oil and gasoline during the reference week. Non-commercials net length in natural gas decreased by -7.1k to -6.8k in futures and fell by -10.5k to +21.7k in f.....


NORTH AMERICAN RIG WATCH | January 16, 2015

January 16, 2015

Baker Hughes shows 1,676 active rigs as of January 16, 2015, lower by -74 from the previous week. Oil rigs decreased by -55 to 1,366 (ht: -34; vt-dir: -21) while gas-directed rigs fell by -19 to 310 (ht: -14; vt-dir: -5). Horizontal oil rigs decreased by -6 to 185 in Eagle Ford (TX) and vertical/directional oil rigs decreased by -5 to 116 in the Permian (TX). Gas-directed horizontal rigs decreased by -3 to 10 in Eagle Ford (TX).


EIA NG STORAGE REPORT | January 15, 2015

January 15, 2015

EIA reported a -236 bcf withdrawal for the week ending January 8 (Bloomberg median -229 bcf, Bloomberg whisper: -228 bcf). The 25 estimates submitted to Bloomberg varied from -255 bcf to -182 bcf with a standard deviation of 16 bcf. Our model showed -227 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA increased by +26 to 240 HDDs, while electricity-weighted cooling degree days remained flat at 2 CDDs. Total US: -236 bcf ( LCMC : -227 bcf, Bloomberg median: -229 bc.....