NORTH AMERICAN RIG WATCH | February 15, 2019

February 15, 2019

US: Baker Hughes shows 1051 active rigs as of February 15, 2019, higher by +2 from the previous week. Oil rigs increased by +3 to 857 (ht: -4; vt-dir: +7), and gas-directed rigs decreased by -1 to 194 (ht: -4; vt-dir: +3). Horizontal oil rigs increased by +1 in Anadarko (TX), by +1 in Permian (NM) and by +3 in Other areas not associated with a specific play, while declining by -6 in Permian (TX), by -2 in Anadarko (OK) and by -1 in Bakken (ND). Horizontal gas rigs increased by +1 in Haynesville.....


DOE CRUDE STATS | February 13, 2019

February 13, 2019

U.S. crude oil inventories grew by +3633k bbl in the week ended February 08, while Cushing stocks declined by -1016k bbl. Distillate inventories increased by +1187k bbl and gasoline inventories grew by +408k bbl. We also remind our clients that in-depth analysis of DOE weekly petroleum statistical releases can be conducted using the “Commodities Analytical Toolkit” in the Data Portal section of our website ( www.lcmc-research.com ). Major data points: Crude oil inventories : Rose by +3.....


NGL MARKET RECAP | February 13, 2019

February 13, 2019

Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices, ratios and fractionation spreads.


CFTC COT | February 13, 2019

Commitments of Traders Report – February 12, 2019

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 15. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoline, natural gas, gasoil, heating oil and WTI , but decreased in Brent during the reference week. Non-commercials net length in natural gas increased by +6.5k to +264.2k in futures and grew by +16.8k.....


CFTC COT | February 08, 2019

Commitments of Traders Report – February 08, 2019

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 08. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in Brent, gasoline and gasoil , but decreased in natural gas, heating oil and WTI during the reference week. Non-commercials net length in natural gas fell by -8.5k to +257.6k in futures and decreased by -9......


NORTH AMERICAN RIG WATCH | February 08, 2019

February 8, 2019

US: Baker Hughes shows 1049 active rigs as of February 08, 2019, higher by +4 from the previous week. Oil rigs increased by +7 to 854 (ht: -1; vt-dir: +8), and gas-directed rigs decreased by -3 to 195 (ht: -1; vt-dir: -2). Horizontal oil rigs increased by +2 in Eagle Ford (TX), by +1 in Monterey (CA) and by +4 in Other areas not associated with a specific play, while declining by -4 in Anadarko (OK), by -3 in Permian (TX) and by -1 in Barnett Combo (TX). Horizontal gas rigs increased by +1 in H.....


DOE CRUDE STATS | February 06, 2019

February 6, 2019

U.S. crude oil inventories rose by +1263k bbl in the week ended February 01, while Cushing stocks grew by +1441k bbl. Distillate inventories decreased by -2257k bbl and gasoline inventories rose by +513k bbl. We also remind our clients that in-depth analysis of DOE weekly petroleum statistical releases can be conducted using the “Commodities Analytical Toolkit” in the Data Portal section of our website ( www.lcmc-research.com ). Major data points: Crude oil inventories : Grew by +1.26m.....


NGL MARKET RECAP | February 06, 2019

February 6, 2019

Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices, ratios and fractionation spreads.


CFTC COT | February 05, 2019

Commitments of Traders Report – December 31, 2018

NOTE : We will publish the delayed COT reports as CFTC releases data based on the modified release schedule Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 31. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoline and heating oil , but decreased in Brent, natural gas, gasoil and WTI during the .....


CFTC COT | February 04, 2019

Commitments of Traders Report – February 03, 2019

NOTE : We will publish the delayed COT reports as CFTC releases data based on the modified release schedule Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 24. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in Brent, gasoline, gasoil, heating oil and WTI , but decreased in natural gas during the ref.....