CFTC COT
| August 03, 2012
Commitment of Traders Report - August 3, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 31. 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 cut net length in WTI during the week ended July 31. Non-commercial net length declined by -13.4k to 216.2k in futures and by -9.4k to 263.9k in futures and opti.....
NORTH AMERICAN RIG WATCH
| August 03, 2012
Baker Hughes
Baker Hughes shows 1,927 active rigs as of August 3, 2012, up +6 from a week ago. Oil rigs were up by +13 (ht: +9, vt-dir: +4) and total gas rigs dropped by -7 (ht: -5, vt-dir: -2). Horizontal oil rigs went down by -6 in Eagle Ford (TX) and -4 in Anadarko (TX), while going up by +5 in Permian (NM) and +4 in Anadarko (OK). Vertical/directional oil rigs went up by +3 in Anadarko (OK) and Eagle Ford (TX), while going down by -3 in Permian (NM). Horizontal gas rigs went down by -2 in Haynesville .....
NORTH AMERICAN RIG WATCH
| August 03, 2012
Schlumberger (SMITH) Stats
STATS shows 1,830 active rigs as of August 3, 2012, down -28 rigs from a week ago. Oil rigs were down by -7 (ht: -9, vt-dir: +2) and total gas rigs decreased by -21 (ht: -13, vt-dir: -8). Horizontal oil rigs went down by -3 in Bakken (ND), Eagle Ford (TX) and Permian (TX), while going up by +3 in Barnett Combo (TX). Vertical/Directional oil rigs went up by +4 in Eagle Ford (TX), while going down by -3 in Permian (TX) and by -2 in Monterey (CA). Horizontal gas rigs were down by -3 in Eagle Fo.....
EIA NG STORAGE REPORT
| August 02, 2012
August 2, 2012
EIA reported a +28 bcf injection for the week ended July 27 (Bloomberg median +23 bcf, Bloomberg Whisper +21 bcf). The 22 estimates submitted to Bloomberg varied from +16 bcf to +25 bcf with a standard deviation of 2 bcf. Our model showed +22 bcf. Nationwide cooling degree days reported by NOAA decreased to 91 CDDs from 93 CDDs the prior week. Total US: +28 bcf ( LCMC +22 bcf; Bloomberg median +23 bcf) East: +30 bcf West: +4 bcf Producing: -6 bcf Today’s +28 bcf compares to a +43 bc.....
CFTC COT
| July 27, 2012
Commitment of Traders Report - July 27, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 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-commercials expanded net length slightly in WTI during the week ended July 24. Non-commercial net length increased by +8.9k to 229.6k in futures and by +8.1k to 273.2k in fu.....
NORTH AMERICAN RIG WATCH
| July 27, 2012
Baker Hughes
Baker Hughes shows 1,921 active rigs as of July 24, 2012, down -11 from a week ago. Oil rigs were up by +2 (ht: -3, vt-dir: +5) and total gas rigs dropped by -13 (ht: -10, vt-dir: -3). Horizontal oil rigs went down by -5 in Bakken (ND) and -4 in Eagle Ford (TX) and Permian (NM), while going up by +3 in Permian (TX). Vertical/directional oil rigs went up by +4 in Anadarko (OK) and by +2 in Eagle Ford (TX), while going down by -2 in Permian (TX). Horizontal gas rigs went up by +4 in Granite Was.....
NORTH AMERICAN RIG WATCH
| July 27, 2012
Schlumberger (SMITH) Stats
STATS shows 1,858 active rigs as of July 27, 2012, up +5 rigs from a week ago. Oil rigs were up by +3 (ht: -4, vt-dir: +7) and total gas rigs increased by +2 (ht: -2, vt-dir: +4). Horizontal oil rigs went down by -5 in Eagle Ford (TX) and by -3 in Anadarko (TX) and Anadarko (OK), while going up by +3 in Bakken (ND). Vertical/Directional oil rigs went up by +5 in Anadarko (OK) and by +4 in Eagle Ford (TX), while going down by -5 in Monterey (CA). Horizontal gas rigs were up by +2 in Marcellus.....
EIA NG STORAGE REPORT
| July 26, 2012
July 26, 2012
EIA reported a +26 bcf injection for the week ended July 20 (Bloomberg median +26 bcf, Bloomberg Whisper +28 bcf). The 24 estimates submitted to Bloomberg varied from +20 bcf to +35 bcf with a standard deviation of 3 bcf. Our model showed +29 bcf. Nationwide cooling degree days reported by NOAA increased to 93 CDDs from 92 CDDs the prior week. Total US: +26 bcf ( LCMC +29 bcf; Bloomberg median +26 bcf) East: +20 bcf West: +7 bcf Producing: -1 bcf Today’s +26 bcf compares to a +48 bc.....
CFTC COT
| July 20, 2012
Commitment of Traders Report - July 20, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 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 expanded net length slightly in WTI during the week ended July 17. Non-commercial net length increased by +21.6k to 220.8k in futures and by +1.9k to 265.1k in f.....
NORTH AMERICAN RIG WATCH
| July 20, 2012
Baker Hughes
Baker Hughes shows 1,932 active rigs as of July 20, 2012, down -17 from a week ago. Oil rigs were down by -13 (ht: +3, vt-dir: -16) and gas rigs dropped by -4 (ht: -5, vt-dir: +1). Horizontal oil rigs went up by +4 in Eagle Ford (TX), +4 in Permian (TX), and +2 in Anadarko (TX), while going down by -2 in Anadarko (OK), -1 in Permian (NM), and -7 in parts of Texas not assigned to a specific play/basin in our models. Vertical/directional oil rigs went down by -8 in Permian (TX) and -3 in Permia.....