CFTC COT
| September 16, 2011
Commitment of Traders Report - September 16, 2011
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 13. 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. It was another mixed but moderate week for the petroleum complex during the week ended September 13, with non-commercial net length registering a small increase in WTI and .....
NORTH AMERICAN RIG WATCH
| September 16, 2011
Schlumberger (Smith) STATS
STATS shows 1,817 active rigs as of September 16, 2011, up +19 rigs from a week ago. Oil rigs were up by +7 (ht: -6, vt-dir: +13) and gas rigs were up by +12 (ht: +7, vt-dir: +5).
EIA NG STORAGE REPORT
| September 15, 2011
+87 bcf
EIA reported a +87 bcf build for the week ended September 9. This was above consensus estimates (Bloomberg median +82 bcf) and the prior 5-year average (+79 bcf), but still well below the year-ago build (+96 bcf). The market interpreted this as a bearish build, erasing most of the eleven cent gain the October contract made over the past three days. But, comparisons are difficult to make this week for a number of reasons, including 1) hurricane shut-ins, 2) power outages, and 3) the holiday eff.....
NORTH AMERICAN RIG WATCH
| September 09, 2011
Schlumberger (Smith) STATS
Due to technical difficulties, the release of this report was delayed. We apologize for any inconvenience. STATS shows 1,798 active rigs as of September 9, 2011, up +6 rigs from a week ago. Oil rigs were up by +13 (ht: +18, vt-dir: -5), and gas rigs were down by -7 (ht: -6, vt-dir: -1).
CFTC COT
| September 09, 2011
Commitment of Traders Report - September 9, 2011
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 6. 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 petroleum complex was mixed during the week ended September 6 with a slight decline in non-commercial net length in WTI and mild increases in non-commercial net length i.....
EIA NG STORAGE REPORT
| September 08, 2011
+64 bcf
EIA reported a +64 bcf build for the week ended September 2. This was in line with consensus estimates (Bloomberg median +64 bcf, Bloomberg whisper +65 bcf) and the prior 5-year average (+64 bcf), but higher than the year-ago build (+58 bcf). Taking into account demand destruction from Hurricane Irene and other short-term factors, this build makes balances appear about in line with the prior week but still slightly looser than the same week last year. As we move into next week, reductions in d.....
CFTC COT
| September 02, 2011
Commitment of Traders Report - September 2, 2011
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 30. 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. WTI data for the week ended August 30 show increased length in the market. Non-commercials extended net length by 17.5k to 219.5k in futures, and by 21.6k to 270.3k in futures .....
NORTH AMERICAN RIG WATCH
| September 02, 2011
Schlumberger (Smith) STATS
STATS shows 1,792 active rigs as of September 1, 2011, up +6 rigs from a week ago. Oil rigs were down by -3 (ht: -5, vt-dir: +2), and gas rigs were up by +9 (ht: +8, vt-dir: +1).
EIA NG STORAGE REPORT
| September 01, 2011
+55 bcf
EIA reported a +55 bcf build for the week ended August 26. This was below consensus estimates (Bloomberg median +60 bcf, Bloomberg whisper +57 bcf) and the prior 5-year average (+60 bcf) but still above the year-ago build (+52 bcf). However, the lower-than-expected build was apparently not enough to lift NYMEX front month prices as we head toward two storage reports that could show large injections given demand destruction from Hurricane Irene, cooler temperatures, and the Labor Day holiday e.....
CFTC COT
| August 26, 2011
Commitment of Traders Report - August 26, 2011
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 23. 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 petroleum complex experienced relatively modest declines this week despite the sell-off in the markets on August 18. Non-commercials reduced net length by 2.4k to 202.0k in .....