EIA NG STORAGE REPORT
| April 04, 2013
April 4, 2013
EIA reported a -94 bcf withdrawal for the week ending March 28 (Bloomberg median -91 bcf, Bloomberg Whisper -95). The 24 estimates submitted to Bloomberg varied from -78 bcf to -100 bcf with a standard deviation of 6 bcf. Our model showed -92 bcf. Nationwide HDDs increased to 168, up by +4 week on week. Nationwide cooling degree days reported by NOAA were down by -2 to 2 CDDs. Total US: -94 bcf ( LCMC : -92 bcf; Bloomberg median: -91 bcf) East: -48 bcf West: -4 bcf Producing: -42 bcf (S.....
CFTC COT
| March 30, 2013
Commitment of Traders Report - March 29, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 26, 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 RBOB this week. Non-commercials net length in WTI grew by +24.2k to 360.9k in futures and by +24.6k to 4.....
NORTH AMERICAN RIG WATCH
| March 30, 2013
March 29, 2013
Baker Hughes reported its rig count on Thursday this week and newswires originally posted the following headline: “Gas rigs down by 29 week-on-week.” That headline is misleading and the large drop reflects a re-classification of horizontal rigs in Eagle Ford. According to Baker Hughes, horizontal gas rigs in Eagle Ford dropped by 27, while horizontal oil rigs in the formation increased by the exact same amount. STATS reported a decrease of 1 rig and a decrease of 2 rigs in Eagle Ford horizonta.....
EIA NG STORAGE REPORT
| March 28, 2013
March 28, 2013
EIA reported a -95 bcf withdrawal for the week ending March 22 (Bloomberg median -90 bcf, Bloomberg Whisper -90). The 25 estimates submitted to Bloomberg varied from -66 bcf to -102 bcf with a standard deviation of 8 bcf. Our model showed -93 bcf. Nationwide HDDs surged to 164, up by +14 week on week. Nationwide cooling degree days reported by NOAA were up by +2 to 4 CDDs. Total US: -95 bcf ( LCMC : -93 bcf; Bloomberg median: -90 bcf) East: -73 bcf West: -5 bcf Producing: -17 bcf (Salt:.....
CFTC COT
| March 22, 2013
Commitment of Traders Report - March 22, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 19, 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 RBOB this week. Non-commercials net length in WTI grew by +16k to 336.7k in futures and by +15.8k to 380......
NORTH AMERICAN RIG WATCH
| March 22, 2013
March 22, 2013
STATS shows 1,649 active rigs as of March 22, 2013, higher by +10 for the week. Rigs drilling for oil increased by +10 to 1,289 (ht: +13; vt-dir: -3) and gas rigs were unchanged at 360 (ht: +5; vt-dir: -5). Horizontal oil rigs increased by +8 to 185 in the Bakken (ND) and by +5 to 184 in the Eagle Ford (TX). Total rigs drilling in the Marcellus ( NEPA ) were unchanged at 42 last week, according to STATS . Baker Hughes shows 1,742 active rigs as of March 22, 2013, lower by -30 for the week, h.....
EIA NG STORAGE REPORT
| March 21, 2013
March 21, 2013
EIA reported a -62 bcf withdrawal for the week ending March 15 (Bloomberg median -70 bcf, Bloomberg Whisper -69). The 25 estimates submitted to Bloomberg varied from -61 bcf to -75 bcf with a standard deviation of 3 bcf. Our model showed -63 bcf. Nationwide HDDs dropped to 150, down by -39 week on week. Nationwide cooling degree days reported by NOAA were up by +2 to 2 CDDs. Total US: -62 bcf ( LCMC : -63 bcf; Bloomberg median: -70 bcf) East: -47 bcf West: 0 bcf Producing: -15 bcf (Salt.....
CFTC COT
| March 18, 2013
CORRECTION: Commitment of Traders Report - March 15, 2013
The CFTC report sent out last Friday contained an error. Accumulated AUMs table on page 4 of the report showed identical volumes for March 5 and March 12. The numbers have been updated. Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 12, 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,.....
NORTH AMERICAN RIG WATCH
| March 15, 2013
March 15, 2013
STATS shows 1,639 active rigs as of March 15, 2013, higher by +4 for the week. Rigs drilling for oil decreased by -2 to 1,279 (ht: +8; vt-dir: -10) and gas rigs increased by +6 to 360 (ht: +2; vt-dir: +4). Horizontal oil rigs increased by +9 to 179 in the Eagle Ford (TX), while horizontal gas rigs drilling in the Marcellus ( SWPA ) increased by +3 to 24. Horizontal gas rigs in were up by +1 and reached 11. Baker Hughes shows 1,772 active rigs as of March 15, 2013, higher by +24 from the prev.....
EIA NG STORAGE REPORT
| March 14, 2013
March 14, 2013
EIA reported a -145 bcf withdrawal for the week ending March 8 (Bloomberg median -137 bcf, Bloomberg Whisper -137). The 23 estimates submitted to Bloomberg varied from -124 bcf to -145 bcf with a standard deviation of 5 bcf. Our model showed -132 bcf. Nationwide HDDs dropped to 189, down by -2 week on week. Nationwide cooling degree days reported by NOAA went down by -3 to zero CDDs. Total US: -145 bcf ( LCMC : -132 bcf; Bloomberg median: -137 bcf) East: -92 bcf West: -5 bcf Producing: .....