EIA NG STORAGE REPORT
| July 21, 2011
+60 bcf
EIA reported a +60 bcf natural gas inventory build for the week ended July 15. This build was in line with consensus estimates (Bloomberg median +60 bcf and Bloomberg Whisper of +60 bcf), but above the year-ago build (+55 bcf) and below the prior 5-year average (+67 bcf). Both year-ago and week-ago comparisons are difficult to make this week due to issues in calculating the rebound from the holiday effect. However, we view this build as suggesting balances about in line with last week and just.....
CFTC COT
| July 15, 2011
Commitment of Traders Report - July 15, 2011
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 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. Index investors withdrew -$4.91 billion from the commodities markets during the week ended July 12, after pushing in +$14.24 billion during the previous four weeks. The energy com.....
EIA NG STORAGE REPORT
| July 14, 2011
+84 bcf
EIA reported a slightly bearish +84 bcf natural gas inventory build for the week ended July 8. This build came in above consensus estimates (Bloomberg median +79 bcf and Bloomberg Whisper of +80 bcf) and the year-ago build (+78 bcf) but below the prior 5-year average (+88 bcf). Following EIA’s higher-than-expected storage change this morning, NYMEX prices dropped about 10 cents (but have recovered almost completely since then). Weather adjusted, this build makes balances appear looser compare.....
CFTC COT
| July 08, 2011
Commitment of Traders Report - July 8, 2011
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 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. Index investment climbed for the fourth week in a row at +$3.34 billion. Last week had seen an inflow of +$6.67 billion. The energy commodity markets received an inflow of +$2.28 b.....
EIA NG STORAGE REPORT
| July 07, 2011
+95 bcf
EIA reported a bearish +95 bcf natural gas inventory build for the week ended July 1. This build came in well above consensus estimates (Bloomberg median +83 bcf and Bloomberg Whisper of +84 bcf) and above both the prior 5-year average (+80 bcf) and year-ago builds (+76 bcf). Following EIA’s higher-than-expected storage change this morning, NYMEX prices fell another 18 cents (but have recovered somewhat since then). Even when taking into account weather, nuclear outages, and an early holiday .....
CFTC COT
| July 01, 2011
July 01, 2011
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 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 decreased in WTI for the second consecutive week, while net length rose in gasoline and fell in heating oil during the week ended June 28. The non-comm.....
EIA NG STORAGE REPORT
| June 30, 2011
+78 bcf
EIA reported a +78 bcf natural gas inventory build for the week ended June 24. This build came in below consensus estimates (Bloomberg median +80 bcf and Bloomberg Whisper of +81 bcf) but was still above both the prior 5-year average (+77 bcf) and year-ago builds (+63 bcf). NYMEX prices rose about 4% following the smaller-than-expected build. But weather adjusted, this week’s build actually indicates balances slightly looser compared to the same week last year, as well as, compared to prior.....
CFTC COT
| June 24, 2011
Commitment of Traders Report - June 24, 2011
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 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 non-commercial net long position saw a sharp decline in WTI , as well as in gasoline and heating oil. Non-commercial WTI net length declined by 27.2k to 233.8k in futures,.....
EIA NG STORAGE REPORT
| June 23, 2011
+98 bcf
EIA reported a +98 bcf natural gas inventory build for the week ended June 17. This build exceeded consensus estimates (Bloomberg median +90 bcf and Bloomberg Whisper of +92 bcf) rising above both the prior 5-year average (+86 bcf) and year-ago builds (+81 bcf). Weather adjusted, this week’s build indicates balances slightly looser on both year-ago and week-ago bases. With total U.S. inventories now at 2.35 tcf, in order to close the year-ago deficit by the end of October, an average +14 bcf (2.....
CFTC COT
| June 17, 2011
Commitment of Traders Report - June 17, 2011
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 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. The week ended June 14 was somewhat calm in relation to the tumult of the previous few weeks. Non-commercial net length experienced relatively moderate increases across the petrol.....