EIA NG STORAGE REPORT
| May 10, 2012
May 10, 2012
EIA reported a +30 bcf injection for the week ended May 4 (Bloomberg median +33 bcf, Bloomberg Whisper +32 bcf). The 24 estimates submitted to Bloomberg varied from +27 bcf to +52 bcf with a standard deviation of 5 bcf. Our model showed +32 bcf. Weather was warmer week on week (57 HDDs vs. 69 HDDs), and much higher temperatures in the South and Southeast helped week on week comparisons for cooling demand bringing total CDDs to 24 CDDs from 10 CDDs the prior week. Total US: +30 bcf ( LCMC +3.....
CFTC COT
| May 04, 2012
Commitment of Traders Report - May 1, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 1. 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. During the week ended May 1, non-commercial net length in WTI climbed at the sharpest pace since February 28 while the price of WTI moved up 3% from April 24 to reach $106.16 on.....
NORTH AMERICAN RIG WATCH
| May 04, 2012
Baker Hughes
Baker Hughes shows 1,961 active rigs as of May 4, 2012, up +20 from a week ago. Oil rigs went up by +27 (ht: +21, vt-dir: +6) and total gas rigs went down by -7 (ht: -2, vt-dir: -5). Horizontal oil rigs went up by +7 in Anadarko (TX) and by +2 in Bakken (ND) and Permian (NM), while vertical/directional oil rigs went up by +3 in Permian (TX) and by +3 in Permian (NM). Horizontal gas rigs went down by -2 in Eagle Ford (TX) and Woodford (Anadarko).
NORTH AMERICAN RIG WATCH
| May 04, 2012
Schlumberger (Smith) STATS
STATS shows 1,870 active rigs as of May 4, 2012, down -29 rigs from a week ago. Oil rigs went down by -19 (ht: -9, vt-dir: -10) and total gas rigs went down by -10 (ht: -8, vt-dir: -2). Horizontal oil rigs went down by -10 in Bakken (ND) and by -8 in Eagle Ford (TX), while going up by +8 in Anadarko (OK). Vertical/Directional oil rigs went down by -4 in Anadarko (OK) and Monterey (CA). Horizontal gas rigs went down by -6 in Granite Wash (OK) and by -2 in Granite Wash (TX).
EIA NG STORAGE REPORT
| May 03, 2012
May 3, 2012
EIA reported a +28 bcf injection for the week ended April 27 (Bloomberg median +29 bcf, Bloomberg Whisper +28 bcf). The 24 estimates submitted to Bloomberg varied from +20 bcf to +39 bcf with a standard deviation of 4 bcf. Our model showed +29 bcf. Weather was cooler week on week (69 HDDs vs. 62 HDDs), as lower temperatures in the East outweighed warmer weather in the West and South Central regions, which however led to no change in CDDs (10 CDDs). Total US: +28 bcf ( LCMC +29 bcf; Bloombe.....
CFTC COT
| April 27, 2012
Commitment of Traders Report - April 27, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 24. 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 in WTI rose for the second consecutive week during the week ended April 24. Non-commercials expanded net length in WTI by 11.9k to 261.9k in futures.....
NORTH AMERICAN RIG WATCH
| April 27, 2012
Baker Hughes
Baker Hughes shows 1,941 active rigs as of April 27, 2012, down -27 from a week ago. Oil rigs went down by -9 (ht: -7, vt-dir: -2) and total gas rigs went down by -18 (ht: -9, vt-dir: -9). Horizontal oil rigs went up by +3 in Bakken (ND) and by +2 in Eagle Ford (TX), while going down by -7 in Anadarko (TX) and by -2 in Monterey (CA). Vertical/Directional oil rigs went up by +13 in Permian (TX), while going down by -2 in Anadarko (OK), Bakken (ND) and Monterey (CA). Horizontal gas rigs went dow.....
NORTH AMERICAN RIG WATCH
| April 27, 2012
Schlumberger (Smith) STATS
STATS shows 1,899 active rigs as of April 27, 2012, up +2 rigs from a week ago. Oil rigs went up by +7 (ht: +8, vt-dir: -1) and total gas rigs went down by -5 (ht: -1, vt-dir: -4). Horizontal oil rigs went up by +8 in Eagle Ford (TX), while falling by -2 in Anadarko (TX) and by -2 in Permian (TX). Horizontal gas rigs went up by +5 in Granite Wash (TX), followed by +3 in Marcellus ( SWPA ) and +2 in Marcellus ( NEPA ). Horizontal gas rigs fell by -3 in Woodford (Anadarko) and by -2 in Eagle Fo.....
EIA NG STORAGE REPORT
| April 26, 2012
April 26, 2012
EIA reported a +47 bcf injection for the week ended April 20 (Bloomberg median +45 bcf, Bloomberg Whisper +42 bcf). The 25 estimates submitted to Bloomberg varied from +39 bcf to +69 bcf with a standard deviation of 8 bcf. Our pipeline scrape model showed +39 bcf. Weather was much warmer week on week (62 HDDs vs. 101 HDDs), and higher temperatures in the Northeast made up for the cooling demand lost in the South Central region in the second half of the week (10 CDDs vs. 7 CDDs). Total US: +.....
CFTC COT
| April 20, 2012
Commitment of Traders Report - April 20, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 17. 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 advanced net length in WTI for the first time in five weeks during the week ended April 17. Non-commercial net length in WTI increased by 13.4k to 250.0k in f.....