EIA NG STORAGE REPORT
| July 12, 2012
July 12, 2012
EIA reported a +33 bcf injection for the week ended July 6 (Bloomberg median +27 bcf, Bloomberg Whisper +27 bcf). The 20 estimates submitted to Bloomberg varied from +18 bcf to +34 bcf with a standard deviation of 4 bcf. Our model showed +33 bcf. Nationwide cooling degree days reported by NOAA showed a sharp increase and reached 100 CDDs from 66 CDDs the week before. Total US: +33 bcf ( LCMC +33 bcf; Bloomberg median +27 bcf) East: +20 bcf West: +13 bcf Producing: 0 bcf Today’s +33 .....
CFTC COT
| July 09, 2012
Commitment of Traders Report - July 9, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 3. 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-commercial net length expanded in WTI during the week ended July 3 after decreasing in six out of the previous eight weeks. Non-commercials increased net length by 27.3k to 2.....
NORTH AMERICAN RIG WATCH
| July 06, 2012
Baker Hughes
Baker Hughes shows 1,961 active rigs as of July 6, 2012, up +6 from a week ago. Oil rigs were down by -2 (ht: -3, vt-dir: +1) and total gas rigs went up by +8 (ht: +6, vt-dir: +2). Horizontal oil rigs went up by +5 in Bakken (ND) and +4 in Eagle Ford (TX), while going down by -6 in Anadarko (OK) and -5 in “Other”. Vertical/directional oil rigs went down by -6 in Permian (TX), but were up by +3 in Anadarko (OK). Horizontal gas rigs went up by +3 in Marcellus ( NEPA ).
NORTH AMERICAN RIG WATCH
| July 06, 2012
Schlumberger (Smith) STATS
STATS shows 1,857 active rigs as of July 6, 2012, down -22 rigs from a week ago. Oil rigs came down by -4 (ht: 0, vt-dir: -4) and total gas rigs dropped by -18 (ht: -12, vt-dir: -6). Horizontal oil rigs went up by +4 in Eagle Ford (TX) and by +1 in Permian (TX), while going down by -2 in Anadarko (TX). Vertical/Directional oil rigs went up by +4 in Monterey (CA) but down by -2 in Permian (TX), Eagle Ford (TX) and Anadarko (OK). Horizontal gas rigs were down by -2 in Fayetteville (AR), Haynesv.....
EIA NG STORAGE REPORT
| July 06, 2012
July 6, 2012
EIA reported a +39 bcf injection for the week ended June 29 (Bloomberg median +43 bcf, Bloomberg Whisper +43 bcf). The 25 estimates submitted to Bloomberg varied from +34 bcf to +58 bcf with a standard deviation of 4 bcf. Our model showed +45 bcf. Nationwide cooling degree days remained flat at 66 CDDs. Total US: +39 bcf ( LCMC +45 bcf; Bloomberg median +43 bcf) East: +35 bcf West: +15 bcf Producing: -11 bcf Today’s +39 bcf compares to a +90 bcf injection during the corresponding week.....
CFTC COT
| June 29, 2012
Commitment of Traders Report - June 29, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 26. 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 shrank net length in WTI for the third week in a row during the week ended June 26. Non-commercial net length in in WTI declined by -17.0k to 184.2k in futures.....
NORTH AMERICAN RIG WATCH
| June 29, 2012
Baker Hughes
Baker Hughes shows 1,955 active rigs as of June 29, 2012, down -7 from a week ago. Oil rigs were unchanged (ht: +8, vt-dir: -8) and total gas rigs went down by -7 (ht: -2, vt-dir: -5). Horizontal oil rigs went up by +10 in Anadarko (OK) and +2 in Permian (TX) and Permian (NM), while going down by -4 in Bakken (ND) and -3 in Eagle Ford (TX). Vertical/directional oil rigs went down by -3 in Bakken (ND), Eagle Ford (TX) and Permian (TX). Horizontal gas rigs went down by -3 in Marcellus ( NEPA )......
NORTH AMERICAN RIG WATCH
| June 29, 2012
Schlumberger (Smith) STATS
STATS shows 1,879 active rigs as of June 29, 2012, up +24 rigs from a week ago. Oil rigs went up by +21 (ht: +25, vt-dir: -4) and total gas rigs went up by +3 (ht: +6, vt-dir: -3). Horizontal oil rigs went up by +12 in Anadarko (TX) and by +8 in Eagle Ford (TX), while going down by -2 in Anadarko (OK). Vertical/Directional oil rigs went down by -3 in Eagle Ford (TX) and by -2 in Bakken (ND), Monterey (CA) and Permian (NM). Horizontal gas rigs went up by +4 in Fayetteville (AR), while going d.....
EIA NG STORAGE REPORT
| June 28, 2012
June 28, 2012
EIA reported a +57 bcf injection for the week ended June 22 (Bloomberg median +53 bcf, Bloomberg Whisper +53 bcf). The 27 estimates submitted to Bloomberg varied from +46 bcf to +62 bcf with a standard deviation of 4 bcf. Our model showed +53 bcf. Weather was again much warmer in the East and the Midwest as cooling degree days nationwide jumped to 66 CDDs from 49 CDDs the week before and heating demand all but disappeared (3 HDDs vs. 7 HDDs). Total US: +57 bcf ( LCMC +53 bcf; Bloomberg me.....
NORTH AMERICAN RIG WATCH
| June 22, 2012
Baker Hughes
Baker Hughes shows 1,962 active rigs as of June 22, 2012, down -5 from a week ago. Oil rigs went up by +16 (ht: +18, vt-dir: -2) and total gas rigs went down by -21 (ht: -15, vt-dir: -6). Horizontal oil rigs went up by +4 in Eagle Ford (TX) and +2 in Anadarko (OK) and Permian (TX). Vertical/directional oil rigs went up by +8 in Permian (TX), while going down by -4 in Permian (NM). Horizontal gas rigs went down by -3 in Granite Wash (TX) and Marcellus ( SWPA ), followed by -2 in Barnett (TX), .....