CFTC COT
| April 12, 2013
Commitment of Traders Report - April 9, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 9, 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 natural gas, but decreased length in WTI , gasoline and heating oil this week. Non-commercials’ net length in WTI declined by -22......
NORTH AMERICAN RIG WATCH
| April 12, 2013
April 12, 2013
STATS shows 1,675 active rigs as of April 12, 2013, lower by -24 for the week. Rigs drilling for oil decreased by -2 to 1,337 (ht: -9; vt-dir: +7) and gas rigs fell by -22 to 338 (ht: -16; vt-dir: -8). STATS showed that horizontal oil rigs jumped by +6 and +5 in the Anadarko (OK) and Eagle Ford (TX) to 99 and 191, respectively, but declined by -3 to 188 in the Bakken (ND). Horizontal gas rigs declined in most US shale plays, including by -2 to 15 in the Eagle Ford (TX) and by -3 to 23 in the .....
EIA NG STORAGE REPORT
| April 11, 2013
April 11, 2013
EIA reported a -14 bcf withdrawal for the week ending April 5 (Bloomberg median -13 bcf, Bloomberg Whisper -10). The 27 estimates submitted to Bloomberg varied from +3 bcf to -46 bcf with a standard deviation of 12 bcf. Our model showed -8 bcf. Nationwide HDDs decreased to 126, down by -42 week on week. Nationwide cooling degree days reported by NOAA were up by +2 to 4 CDDs. Total US: -14 bcf ( LCMC : -8 bcf; Bloomberg median: -13 bcf) East: -16 bcf West: +7 bcf Producing: -5 bcf (Salt:.....
CFTC COT
| April 05, 2013
Commitment of Traders Report - April 2, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 2, 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 this week, but reduced net positions in RBOB . Non-commercials’ net length in WTI grew by +4.1k.....
NORTH AMERICAN RIG WATCH
| April 05, 2013
April 5, 2013
STATS shows 1,699 active rigs as of April 5, 2013, higher by +26 for the week. Rigs drilling for oil increased by +28 to 1,339 (ht: +25; vt-dir: +3) while gas rigs fell by -2 to 360 (ht: +2; vt-dir: -4). STATS showed that horizontal oil rigs increased by +6 to 191 in the Bakken (ND) and by +4 to 186 in the Eagle Ford (TX). Baker Hughes shows 1,732 active rigs as of April 5, 2013, lower by -11 for the week. Oil rigs increased by +3 to 1,357 (ht: -4; vt-dir: +7) while gas-directed rigs decrea.....
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......