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), .....
CFTC COT
| June 22, 2012
Commitment of Traders Report - June 22, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 19. 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 fifth time in seven weeks during the week ended June 19. Non-commercial net length in in WTI declined by -1.7k to 201.2k in fu.....
NORTH AMERICAN RIG WATCH
| June 22, 2012
Schlumberger (Smith) STATS
STATS shows 1,855 active rigs as of June 22, 2012, up +9 rigs from a week ago. Oil rigs went up by +19 (ht: unch, vt-dir: +19) and total gas rigs went down by -10 (ht: -6, vt-dir: -4). Horizontal oil rigs went down by -9 in Eagle Ford (TX) and by -5 in Bakken (MT), while going up by +3 in Monterey (CA) and Permian (TX). Vertical/Directional oil rigs went up by +10 in Monterey (CA) and by +9 in Permian (TX). Horizontal gas rigs went down by -2 in Granite Wash (TX), while Granite Wash (OK) los.....
EIA NG STORAGE REPORT
| June 21, 2012
June 21, 2012
EIA reported a +62 bcf injection for the week ended June 15 (Bloomberg median +64 bcf, Bloomberg Whisper +66 bcf). The 27 estimates submitted to Bloomberg varied from +59 bcf to +68 bcf with a standard deviation of 2 bcf. Our model showed +64 bcf. Much warmer weather in the East and the Midwest led to lower heating degree days nationwide (7 HDDs vs. 20 HDDs) and higher cooling demand (49 CDDs vs. 32 CDDs). Total US: +62 bcf ( LCMC +64 bcf; Bloomberg median +64 bcf) East: +37 bcf West: +11.....
CFTC COT
| June 15, 2012
Commitment of Traders Report - June 15, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 12. 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. The week ended June 12 was relatively calm for non-commercial net length in in WTI . Non-commercial net length in in WTI fell by -5.9k to 202.9k in futures and was flat at 275......
NORTH AMERICAN RIG WATCH
| June 15, 2012
Baker Hughes
Baker Hughes shows 1,967 active rigs as of June 15, 2012, down -12 from a week ago. Oil rigs went down by -9 (ht: -12, vt-dir: +3) and total gas rigs went down by -3 (ht: -3, vt-dir: unch). Horizontal oil rigs went down by -16 in Eagle Ford (TX) and -3 in Bakken (ND) and Permian (NM), while going up by +2 in Permian (TX). Vertical/directional oil rigs went down by -4 in Eagle Ford (TX), while going up by +3 in Permian (NM). Horizontal gas rigs went up by +4 in Eagle Ford (TX) and by +2 in Marc.....