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.....
NORTH AMERICAN RIG WATCH
| April 05, 2012
Baker Hughes
Baker Hughes shows 1,976 active rigs as of April 5, 2012, unchanged from a week ago. Oil rigs went up by +11 (ht: -2, vt-dir: +13) and total gas rigs went down by -11 (ht: -13, vt-dir: +2). Horizontal oil rigs went down by -3 in Anadarko (OK), followed by -2 in Bakken (ND), while going up by +2 in Anadarko (TX). Vertical/Directional oil rigs went up by +3 in Anadarko (OK) and +3 in Permian (TX). Horizontal gas rigs went down by -4 in Barnett (TX) and Marcellus (WV) and by -2 in Eagle Ford (TX.....
EIA NG STORAGE REPORT
| April 05, 2012
April 5, 2012
EIA reported a +42 bcf injection for the week ended March 30 (Bloomberg median +34 bcf, Bloomberg Whisper +33 bcf). The 27 estimates submitted to Bloomberg varied from +25 bcf to +45 bcf with a standard deviation of 5 bcf. Our pipeline scrape model showed +34 bcf. Weather was cooler week on week (77 HDDs vs. 50 HDDs) as higher temperatures in the Northeast more than outweighed a slightly cooler Northwest. Total US: +42 bcf ( LCMC +34 bcf; Bloomberg median +34 bcf) East: +11 bcf West: +5 b.....
CFTC COT
| March 30, 2012
Commitment of Traders Report - March 30, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 27. 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 reduced net length in WTI for the second consecutive week during the week ended March 27. Non-commercial net length in WTI fell 7.8k to 279.0k in futures and.....
NORTH AMERICAN RIG WATCH
| March 30, 2012
Baker Hughes
Baker Hughes shows 1,976 active rigs as of March 30, 2012, up +11 rigs from a week ago. Oil rigs went up by +5 (ht: +1, vt-dir: +4) and total gas rigs went up by +6 (ht: +5, vt-dir: +1). Horizontal oil rigs went down by -5 in Eagle Ford (TX), followed by -3 in Anadarko (OK), while going up by +2 in Bakken (MT) and Permian (TX). Gas rigs did not have any significant moves on a regional basis.
NORTH AMERICAN RIG WATCH
| March 30, 2012
Schlumberger (Smith) STATS
STATS shows 1,902 active rigs as of March 30, 2012, up +1 rig from a week ago. Oil rigs went up by +14 (ht: +17, vt-dir: -3) and total gas rigs fell by -13 (ht: -13, vt-dir: unch). Horizontal oil rigs went up by another +6 in Bakken (ND), followed by +2 in Anadarko (KS) and +2 in Monterey (CA), while vt-dir oil rigs fell by -4 in Monterey (CA). Horizontal gas rigs went down by -3 in Barnett (TX), Granite Wash (OK) and Woodford (Anadarko). Horizontal gas rigs went down by -2 in Eagle Ford (T.....
EIA NG STORAGE REPORT
| March 29, 2012
March 29, 2012
EIA reported a +57 bcf injection for the week ended March 23 (Bloomberg median +48 bcf, Bloomberg Whisper +48 bcf). The 26 estimates submitted to Bloomberg varied from +40 bcf to +70 bcf with a standard deviation of 6 bcf. Our pipeline scrape model showed +44 bcf. Weather was much warmer week on week (50 HDDs vs. 95 HDDs) as higher temperatures in the Northeast more than outweighed a slightly cooler Northwest. Total US: +57 bcf ( LCMC +44 bcf; Bloomberg median +48 bcf) East: +25 bcf West:.....
CFTC COT
| March 23, 2012
Commitment of Traders Report - March 23, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 20. 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 during the week ended March 20 but continues to remain at relatively elevated levels. Non-commercials cut their net long position by 4.....