EIA NG STORAGE REPORT | January 06, 2011

-135

EIA NG STORAGE REPORT The EIA reported a -135 bcf storage withdrawal for the week ending December 31, a slightly larger withdrawal than the Bloomberg median estimate of -131 bcf and the -79 bcf five-year average, but a smaller withdrawal than the year-ago -149 bcf draw. Weather last week was similar to weather last year (220 HDD vs. 225 HDD last year). And, while comparisons are difficult to make this week due to the timing of the holidays during the calendar week, the draw looks b.....


CFTC COT | January 03, 2011

January 03, 2011

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending December 28. 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 rose in WTI to reach a record high again this week (since the CFTC started releasing disaggregated data in January), while it declined slightly .....


EIA NG STORAGE REPORT | December 30, 2010

-136 bcf

EIA NG STORAGE REPORT The EIA reported a -136 bcf storage withdrawal for the week ending December 24, a smaller withdrawal than the Bloomberg median estimate of -143 bcf, but a larger withdrawal than the year-ago -130 bcf draw or the -118 bcf five-year average. In a week with 218 HDD , the holiday week’s withdrawal is roughly in line with last year’s holiday week as well as historical norms. Total US: -136 bcf (Bloomberg median -143 bcf) East: -103 bcf West: -12 bcf Producing: -21.....


CFTC COT | December 27, 2010

December 27, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending December 21. 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 rose slightly across the petroleum complex this week, reaching a record high in WTI (since the CFTC started releasing disaggregated data in Janu.....


EIA NG STORAGE REPORT | December 23, 2010

-184 bcf

EIA NG STORAGE REPORT The EIA reported a -184 bcf storage withdrawal for the week ending December 17, slightly higher than the Bloomberg median expectation of a -180 bcf withdrawal. This storage withdrawal was larger than the 5-year average of -136 bcf and the -172 bcf withdrawal last year. This week’s storage report implies slightly tighter balances on a week-ago and year-ago basis. In addition, a revision was issued that caused stocks to change from 3,561 to 3,552 bcf for the week en.....


CFTC COT | December 17, 2010

December 17, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending December 14. 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 was flat in WTI , while it registered slight declines in gasoline and heating oil this week. In WTI , net longs were virtually unchanged at 231.3k.....


EIA NG STORAGE REPORT | December 16, 2010

-164

EIA NG STORAGE REPORT The EIA reported a -164 bcf storage withdrawal for the week ending December 10, in line with the Bloomberg median expectation of a -165 bcf withdrawal. This storage withdrawal was larger than the five-year average of -153 bcf but lower than the -207 bcf withdrawal for the same calendar week last year. The story line has not changed much since last week. Year-ago comparisons make this week’s storage report balances appear very loose, but (like last week) this is onl.....


CFTC COT | December 10, 2010

December 10, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending December 7. 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 rose across the petroleum complex again this week, with sharp increases in WTI and heating oil. Non-commercial net length climbed to reach a record.....


EIA NG STORAGE REPORT | December 09, 2010

-89

EIA NG STORAGE REPORT The EIA reported a -89 bcf storage withdrawal for the week ending December 3, a slightly larger withdrawal than the Bloomberg median expectation of a -85 bcf build. This storage withdrawal was larger than both the five-year average of -74 bcf and the year-ago -64 bcf net injection (for the calendar week). While our weather model indicated a withdrawal in line with -89 bcf, the holiday effect during the previous week would have implied a slightly higher withdrawal. .....


CFTC COT | December 03, 2010

December 03, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending November 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. Non-commercial net length rose across the petroleum complex this week, with a sharper jump in WTI . In WTI , net longs increased by 21.2k to 196.4k in futures only and by 2.....