EIA NG STORAGE REPORT
| October 28, 2010
+71 bcf
EIA NG STORAGE REPORT The EIA reported a +71 bcf storage injection for the week ending October 22, only slightly lower than the Bloomberg median expectation of a +73 bcf build. The build exceeded last year’s +24 bcf injection and the +45 bcf 5-year average. Nonetheless, the market was clearly primed for a larger injection and rallied on the news. Total US: +71 bcf (Bloomberg median +73 bcf) East: +34 bcf West: +6 bcf Producing: +31 bcf Statistical summary attached. Total US inve.....
CFTC COT
| October 22, 2010
October 22, 2010
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending October 19. 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 registered mild decreases in WTI and RBOB and a sharper decline in heating oil during the week. In WTI , net longs fell by 20.7k to 141.0k in fu.....
EIA NG STORAGE REPORT
| October 21, 2010
+93 bcf
EIA NG STORAGE REPORT The EIA reported a +93 bcf storage injection for the week ending October 15, higher than the Bloomberg median expectation of a +90 bcf build. The build exceeded last year’s build of +23 bcf and the +54 bcf 5-year average. Total US: +93 bcf (Bloomberg median +90 bcf) East: +51 bcf West: +5 bcf Producing: +37 bcf Statistical summary attached. There will be no commentary today.
CFTC COT
| October 15, 2010
October 15, 2010
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending October 12. 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 slightly in WTI and RBOB and declined more sharply in heating oil during the week. In WTI , net longs rose by 14.8k to 161.8k in futur.....
EIA NG STORAGE REPORT
| October 14, 2010
+91 bcf
EIA NG STORAGE REPORT The EIA reported a +91 bcf storage injection for the week ending October 8, in line with the Bloomberg median expectation of a +92 bcf build. The build exceeded last year’s build of +60 bcf and the +64 bcf 5-year average. The build continues to indicate looser balances than had prevailed last month, though not quite as loose as those indicated by last week’s EIA report. Total US: +91 bcf (Bloomberg median +92 bcf) East: +43 bcf West: +6 bcf Producing: +42 bcf.....
CFTC COT
| October 08, 2010
October 08, 2010
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending October 5. 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 sharply across the petroleum complex during the week as WTI rallied 8.7% to its highest point in five months. In WTI , net longs rose by .....
EIA NG STORAGE REPORT
| October 07, 2010
+85 bcf
EIA NG STORAGE REPORT The EIA reported a +85 bcf storage injection for the week ending October 1, above the Bloomberg median expectation of a +79 bcf build. The build exceeded last year’s build of +68 bcf and the +67 bcf 5-year average. Particularly on the heels of last week’s +74 bcf injection, this week’s report indicates looser balances than had prevailed as recently as two weeks ago. Although we think that the market will fit the past two reports neatly within the narrative of ever-.....
CFTC COT
| October 01, 2010
October 01, 2010
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending September 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. In our discussion of trader positions, we aggregate data on swap contracts along with futures and options, which can present a different picture than detailing the headline N.....
EIA NG STORAGE REPORT
| September 30, 2010
+74 bcf (bearish)
EIA NG STORAGE REPORT The EIA reported a +74 bcf net injection for the week ending September 24, above the Bloomberg median expectation of a +68 bcf build. The build exceeded last year’s +65 bcf and the +67 bcf 5-year average. In our view, this is the most bearish weekly report in some time. We suspect that four key dynamics underpinned this week’s bearish surprise: 1) moderating heat in Texas, 2)the onset of shoulder-season conservation , 3) the possibility for coal to take back market .....
CFTC COT
| September 24, 2010
September 24, 2010
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending September 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. The resumption of operations in Enbridge’s Line 6A on September 17 prompted a fall in non-commercial net length in WTI during the week ending September 21. Non-commercial .....