EIA NG STORAGE REPORT | December 02, 2010

-23

The EIA reported a -23 bcf storage withdrawal for the week ending November 26, a slightly smaller withdrawal than the Bloomberg median expectation of a -29 bcf build. The storage withdrawal was lower than the five-year average of -36 bcf, while the same week last year managed a small +2 bcf net injection during the holiday week. Though the reported withdrawal was below consensus expectations, it implies that weather-adjusted balances have continued to tighten sequentially as the heating seas.....


CFTC COT | November 29, 2010

November 29, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending November 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. Non-commercial net length in WTI and heating oil declined sharply this week while it was almost unchanged in gasoline. In WTI , net longs fell by 31.1k to 175.2k in future.....


EIA NG STORAGE REPORT | November 24, 2010

-6 bcf

EIA NG STORAGE REPORT The EIA reported a -6 bcf withdrawal for the week ending November 19. This is a larger draw on storage than the Bloomberg median expectation of a -1 bcf withdrawal. The same calendar week last year saw a +5 bcf injection, but the 5-year average is for a -13 bcf withdrawal. This week’s storage report indicates balances roughly consistent with last week’s report and a pace of injections essentially on par with that of November last year. Overall, the past three stor.....


CFTC COT | November 19, 2010

November 19, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending November 16. 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 this week while it increased in gasoline and was virtually unchanged in heating oil. In WTI , net longs rose by 5.7k to 206.3k in.....


EIA NG STORAGE REPORT | November 18, 2010

+3 bcf

EIA NG STORAGE REPORT The EIA reported a +3 bcf storage injection for the week ending November 12, lower than the Bloomberg median expectation of a +8 bcf build. The build was lower than last year’s +18 bcf injection and the +21 bcf 5-year average. For the past three weeks, net injections have aligned quite well with pipeline scrapes while consistently suggesting tighter balances than our weather models would suggest. Total US: +3 bcf (Bloomberg median +8 bcf) East: -8 bcf West: -2 b.....


CFTC COT | November 15, 2010

November 15, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending November 9. 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 during the week, with the sharpest rise in heating oil. WTI had rallied to $86 (for the first time since the begi.....


EIA NG STORAGE REPORT | November 10, 2010

+19 bcf

EIA NG STORAGE REPORT The EIA reported a +19 bcf storage injection for the week ending November 5, lower than the Bloomberg median expectation of a +23 bcf build. The build was lower than last year’s +25 bcf injection and the +30 bcf 5-year average. The build was in line with our pipeline scrape models, but well below our weather models, which suggested a build in the low- to mid-30s. Total US: +19 bcf (Bloomberg median +23 bcf) East: +0 bcf West: +4 bcf Producing: +15 bcf Statist.....


CFTC COT | November 05, 2010

November 05, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending November 2. 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 climbed during the week to reach a record high again (since the CFTC started releasing disaggregated data in January). Non-commercial net .....


EIA NG STORAGE REPORT | November 04, 2010

+67 bcf

EIA NG STORAGE REPORT The EIA reported a +67 bcf storage injection for the week ending October 29, higher than the Bloomberg median expectation of a +64 bcf build. The build easily exceeded last year’s +29 bcf injection and the +26 bcf 5-year average. This places total inventories just 16 bcf below the prior record set in November 2009 with Producing Region’s inventories just 1 bcf below its record level of 1,219 bcf. Total US: +67 bcf (Bloomberg median +64 bcf) East: +39 bcf West: .....


CFTC COT | October 29, 2010

October 29, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending October 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-commercial net length increased in WTI during the week to reach its highest point (slightly higher than two weeks ago) since the CFTC started releasing disaggregated d.....