CFTC COT | June 21, 2013

Commitment of Traders Report - June 21, 2013

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 18, 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 , gasoline and heating oil, but decreased net length in natural gas during the reference week. Non-commercials’ net length in W.....


NORTH AMERICAN RIG WATCH | June 21, 2013

June 21, 2013

Baker Hughes shows 1,754 active rigs as of June 21, 2013, lower by -12 from the previous week. Oil rigs decreased by -8 to 1,405 (ht: -8; vt-dir: unchanged) while gas-directed rigs fell by -4 to 349 (ht: +1; vt-dir: -5). Horizontal oil rigs fell by -2 in the Permian (TX) to 108. Gas-directed horizontal rigs decreased by -2 to 19 in the Granite Wash (TX), but increased by +3 to 19 in the Marcellus ( NEPA ).


EIA NG STORAGE REPORT | June 20, 2013

June 20, 2013

EIA reported a +91 bcf injection for the week ending June 14 (Bloomberg median +89 bcf, Bloomberg Whisper +87). The 29 estimates submitted to Bloomberg varied from +85 bcf to +95 bcf with a standard deviation of 2 bcf. Our model showed +86 bcf. Nationwide HDDs decreased to 8, down by -7 week on week. Nationwide cooling degree days reported by NOAA were up by +5 to 50 CDDs. Total US: +91 bcf ( LCMC : +86 bcf; Bloomberg median: +91 bcf) East: +60 bcf West: +11 bcf Producing: +20 bcf (Salt:.....


CFTC COT | June 14, 2013

Commitment of Traders Report - June 14, 2013

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 11, 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 gasoline (futures and options), but decreased net length in heating oil and natural gas during the reference week. Non-comm.....


NORTH AMERICAN RIG WATCH | June 14, 2013

June 14, 2013

Baker Hughes shows 1,766 active rigs as of June 14, 2013, higher by +6 from the previous week. Oil rigs increased by +7 to 1,413 (ht: +3; vt-dir: +4) while gas-directed rigs fell by -1 to 353 (ht: -5; vt-dir: +4). Horizontal oil rigs rose by +3 in the Permian (TX) to 110 and by +2 to 162 in the Bakken (ND). Gas-directed horizontal rigs decreased by -4 to 19 in the Eagle Ford (TX).


EIA NG STORAGE REPORT | June 13, 2013

June 13, 2013

EIA reported a +95 bcf injection for the week ending June 7 (Bloomberg median +96 bcf, Bloomberg Whisper +95). The 28 estimates submitted to Bloomberg varied from +90 bcf to +112 bcf with a standard deviation of 4 bcf. Our model showed +97 bcf. Nationwide HDDs decreased to 15, down by -19 week on week. Nationwide cooling degree days reported by NOAA were up by +14 to 45 CDDs. Total US: +95 bcf ( LCMC : +97 bcf; Bloomberg median: +96 bcf) East: +57 bcf West: +13 bcf Producing: +25 bcf (S.....


CFTC COT | June 07, 2013

Commitment of Traders Report - June 7, 2013

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 4, 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 , heating oil and natural gas, but increased net length in gasoline (futures and options) during the reference week. Non-commerci.....


NORTH AMERICAN RIG WATCH | June 07, 2013

June 7, 2013

Baker Hughes shows 1,760 active rigs as of June 7, 2013, lower by -4 from the previous week. Oil rigs decreased by -4 to 1,406 (ht: -2; vt-dir: -2) while gas-directed rigs were unchanged at 354 (ht: +1; vt-dir: -1). Horizontal oil rigs fell by -5 in the Anadarko (OK) to 102, but increased by +2 to 160 in the Bakken (ND). Gas-directed horizontal rigs decreased by -5 to 23 in the Eagle Ford (TX) but increased by +4 to 20 and 7 in both Texas and Ohio, respectively, in areas not yet identified with .....


EIA NG STORAGE REPORT | June 06, 2013

June 6, 2013

Please note that the error in previous year’s Canadian storage balances has now been fixed. EIA reported a +111 bcf injection for the week ending May 31 (Bloomberg median +100 bcf, Bloomberg Whisper +102). The 28 estimates submitted to Bloomberg varied from +80 bcf to +110 bcf with a standard deviation of 6 bcf. Our model showed +103 bcf. Nationwide HDDs increased to 34, up by +17 week on week. Nationwide cooling degree days reported by NOAA were down by -6 to 31 CDDs. Total US: +111 b.....


CFTC COT | May 31, 2013

Commitment of Traders Report - May 31, 2013

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 28, 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 and gasoline, but increased net length in heating oil and natural gas (futures and options) during the reference week. Non-com.....