EIA NG STORAGE REPORT
| September 13, 2012
September 13, 2012
Starting today, the entire text of the attached .pdf document will be available in the body of this email. Please scroll down for commentary. EIA reported a +27 bcf injection for the week ended September 6 (Bloomberg median +26 bcf, Bloomberg Whisper +24 bcf). The 27 estimates submitted to Bloomberg varied from +19 bcf to +39 bcf with a standard deviation of 5 bcf. Our model showed +20 bcf. Nationwide cooling degree days reported by NOAA increased to 79 CDDs from 70 CDDs the prior week. N.....
CFTC COT
| September 07, 2012
Commitment of Traders Report - September 7, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 4. 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 declined slightly during the week ended September 4. Non-commercial net length fell by -4.9k to 266.5k in futures and by -1.6k to 323.2k in .....
NORTH AMERICAN RIG WATCH
| September 07, 2012
Baker Hughes
Baker Hughes shows 1,861 active rigs as of September 7, 2012, down -31 from a week ago. Oil rigs went down by -10 (ht: -6, vt-dir: -4) and total gas rigs went down by -21 (ht: -9, vt-dir: -12). Horizontal oil rigs went down by -4 in Anadarko (OK) and -2 in Permian (TX), while going up by +3 in Eagle Ford (TX) and Permian (NM). The largest drop in Vertical/Directional oil rigs took place in Permian (-9), juxtaposed by increases in Anadarko (OK) by +3 rigs and in “other” areas (+7). The larges.....
NORTH AMERICAN RIG WATCH
| September 07, 2012
Schlumberger (Smith) STATS
STATS shows 1,803 active rigs as of September 7, 2012, down -32 rigs from a week ago. Oil rigs were down by -24 (ht: -11, vt-dir: -13) and total gas rigs decreased by -8 (ht: +4, vt-dir: -12). Horizontal oil rigs went down by -6 in Bakken (ND), followed by -4 in Permian (TX) and by -3 in Eagle Ford (TX). They went up in “other” areas driven by gains in Texas (+2) and Louisiana (+2). In terms of vertical/directional rigs, Permian (TX) was down by -7, followed by Monterey (CA) with -6. Horizo.....
EIA NG STORAGE REPORT
| September 06, 2012
September 6, 2012
EIA reported a +28 bcf injection for the week ended August 31 (Bloomberg median +33 bcf, Bloomberg Whisper +29 bcf). The 25 estimates submitted to Bloomberg varied from +24 bcf to +50 bcf with a standard deviation of 6 bcf. Our model showed +26 bcf. Nationwide cooling degree days reported by NOAA increased to 70 CDDs from 56 CDDs the prior week. Nationwide HDDs dropped from 5 HDDs to 1 HDD the prior week. Total US: +28 bcf ( LCMC +26 bcf; Bloomberg median +33 bcf) East: +34 bcf West:.....
CFTC COT
| August 31, 2012
Commitment of Traders Report - August 31, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 28. 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 WTI net length during the week ended August 28. Non-commercial net length rose by +15.7k to 271.4k in futures and by +19.0k to 324.8k in futures and .....
NORTH AMERICAN RIG WATCH
| August 31, 2012
Baker Hughes
Baker Hughes shows 1,892 active rigs as of August 31, 2012, down -2 from a week ago. Oil rigs went up by +11 (ht: +5, vt-dir: +6) and total gas rigs went down by -13 (ht: -15, vt-dir: +2). Horizontal oil rigs went down by -2 in Monterey (CA) and vertical/directional oil rigs went up by +6 in Eagle Ford (TX), while going down by -5 in Permian (TX). Horizontal gas rigs went down by -6 in Eagle Ford (TX) and by -5 in Granite Wash (TX).
NORTH AMERICAN RIG WATCH
| August 31, 2012
Schlumberger (SMITH) Stats
TATS shows 1,835 active rigs as of August 31, 2012, down -9 rigs from a week ago. Oil rigs were down by -1 (ht: +15, vt-dir: -16) and total gas rigs decreased by -8 (ht: +1, vt-dir: -9). Horizontal oil rigs went up by +14 in Eagle Ford (TX), followed by +5 in Anadarko (OK) and by +3 in Bakken (MT), while going down by -3 in Bakken (ND) and by -2 in Anadarko (TX) and Permian (TX). Vertical/Directional oil rigs went down by -3 in Permian (TX) and by -2 in Anadarko (OK). Horizontal gas rigs wen.....
EIA NG STORAGE REPORT
| August 30, 2012
August 30, 2012
EIA reported a +66 bcf injection for the week ended August 24 (Bloomberg median +65 bcf, Bloomberg Whisper +65 bcf). The 24 estimates submitted to Bloomberg varied from +53 bcf to +74 bcf with a standard deviation of 4 bcf. Our model showed +67 bcf. Nationwide cooling degree days reported by NOAA decreased to 56 CDDs from 74 CDDs the prior week. Heating demand is also back in the Rockies and New England, with nationwide HDDs moving up to 5 HDDs compared to 3 HDDs the prior week. Total US: .....
CFTC COT
| August 24, 2012
Commitment of Traders Report - August 24, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 21. 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 expanded WTI net length during the week ended August 21. Non-commercial net length increased by +33.3k to 255.7k in futures and by +30.9k to 305.8k in futures .....