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.....
NORTH AMERICAN RIG WATCH
| April 20, 2012
Baker Hughes
Baker Hughes shows 1,968 active rigs as of April 20, 2012, up +22 from a week ago. Oil rigs went up by +15 (ht: +10, vt-dir: +5) and total gas rigs went up by +7 (ht: unch, vt-dir: +7). Horizontal oil rigs went up by +4 in Eagle Ford (TX), while going down by -2 in Permian (NM). Vertical/Directional oil rigs went up by +7 in Permian (TX) and +2 in Permian (NM). Horizontal gas rigs went down by -3 in Marcellus ( NEPA ), while going up by +2 in Woodford (Arkoma)
NORTH AMERICAN RIG WATCH
| April 20, 2012
Schlumberger (Smith) STATS
STATS shows 1,897 active rigs as of April 20, 2012, up +5 rigs from a week ago. Oil rigs went up by +23 (ht: +11, vt-dir: +12) and total gas rigs went down by -18 (ht: -11, vt-dir: -7). Horizontal oil rigs went up by +5 in Monterey (CA) and by +3 in Bakken (ND), Eagle Ford (TX) and Permian (NM). Horizontal oil rigs fell by -3 in Anadarko (TX) and by -2 in Permian (TX). Horizontal gas rigs went down by -4 in Marcellus ( NEPA ) and by -2 in Fayetteville (AR) and Granite Wash (OK). Vertical/Di.....
EIA NG STORAGE REPORT
| April 19, 2012
April 19, 2012
EIA reported a +25 bcf injection for the week ended April 13 (Bloomberg median +25 bcf, Bloomberg Whisper +26 bcf). The 25 estimates submitted to Bloomberg varied from +10 bcf to +41 bcf with a standard deviation of 7 bcf. Our pipeline scrape model showed +23 bcf. Weather was cooler week on week (101 HDDs vs. 84 HDDs), and lower temperatures in the Southeast lowered total cooling demand to 7 CDDs from 13 CDDs the prior week. Total US: +25 bcf ( LCMC +23 bcf; Bloomberg median +25 bcf) East.....
CFTC COT
| April 13, 2012
Commitment of Traders Report - April 13, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 10. 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 decreased net length in WTI for the fourth consecutive week during the week ended April 10. They curtailed WTI net length by 22.2k to 236.6k in futures and by.....
NORTH AMERICAN RIG WATCH
| April 13, 2012
Baker Hughes
Baker Hughes shows 1,946 active rigs as of April 13, 2012, down -30 from a week ago. Oil rigs went down by -7 (ht: -5, vt-dir: -2) and total gas rigs went down by -23 (ht: -15, vt-dir: -8). Horizontal oil rigs went down by -2 in Bakken (ND) and by -2 in Permian (NM), while going up by +2 in Eagle Ford (TX). Vertical/Directional oil rigs went up by +3 in Permian (TX) and +2 in Permian (NM). Horizontal gas rigs went down by -9 in Haynesville (TX), followed by -7 in Haynesville (LA) and -3 in Gr.....
NORTH AMERICAN RIG WATCH
| April 13, 2012
Schlumberger (Smith) STATS
STATS shows 1,892 active rigs as of April 13, 2012, down -1 rig from a week ago. Oil rigs went down by -1 (ht: -4, vt-dir: +3) and total gas rigs were unchanged (ht: +2, vt-dir: -2). Horizontal oil rigs went up by +8 in Eagle Ford (TX), followed by +2 in Permian (TX), while falling by -4 in Bakken (ND) and -3 in Anadarko (TX). Horizontal gas rigs went up by +5 in Barnett (TX), followed by +3 in Eagle Ford (TX), while falling by -3 in Haynesville (LA) and -3 in Marcellus ( NEPA ).
EIA NG STORAGE REPORT
| April 12, 2012
April 12, 2012
EIA reported a +8 bcf injection for the week ended April 6 (Bloomberg median +21 bcf, Bloomberg Whisper +19 bcf). The 26 estimates submitted to Bloomberg varied from +13 bcf to +41 bcf with a standard deviation of 7 bcf. Our pipeline scrape model showed +21 bcf. Weather was cooler week on week (84 HDDs vs. 77 HDDs), but at the same time we also had higher CDDs because of warmer weather in the south (13 CDDs vs. 8 CDDs). Total US: +8 bcf ( LCMC +21 bcf; Bloomberg median +21 bcf) East: +7 bc.....
CFTC COT
| April 09, 2012
Commitment of Traders Report - April 9, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 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-commercials cut net length in WTI (at the sharpest pace since August 9, 2011) during the week ended April 3 as the price of WTI fell -3% w-o-w to reach $104.01 on April 3......
NORTH AMERICAN RIG WATCH
| April 09, 2012
Schlumberger (Smith) STATS
STATS shows 1,893 active rigs as of April 6, 2012, down -9 rigs from a week ago. Oil rigs went up by +18 (ht: +8, vt-dir: +10) and total gas rigs fell by -27 (ht: -20, vt-dir: -7). Horizontal oil rigs went up by +4 in Eagle Ford (TX), followed by +3 in Anadarko (OK) and +3 in Anadarko (TX), while falling by -4 in Bakken (ND) and -2 in Barnett Combo (TX) and -2 in Monterey (CA). Vertical/directional oil rigs went down by -4 in Monterey (CA), and went up by +2 in Eagle Ford (TX) and +2 in Perm.....