NORTH AMERICAN RIG WATCH
| August 10, 2018
August 10, 2018
US: Baker Hughes shows 1055 active rigs as of August 10, 2018, higher by +13 from the previous week. Oil rigs increased by +10 to 869 (ht: +14; vt-dir: -4), and gas-directed rigs increased by +3 to 186 (ht: -2; vt-dir: +5). Horizontal oil rigs increased by +4 in Permian (NM), by +3 in Permian (TX), by +2 in Anadarko (TX), by +2 in Monterey (CA) and by +6 in Other areas not associated with a specific play, while declining by -2 in Eagle Ford (TX) and by -1 in Barnett Combo (TX). Horizontal gas r.....
NGL MARKET RECAP
| August 08, 2018
August 8, 2018
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.
DOE CRUDE STATS
| August 08, 2018
August 08, 2018
U.S. crude oil inventories declined by -1351k bbl in the week ended August 03, while Cushing stocks fell by -590k bbl. Distillate inventories increased by +1230k bbl and gasoline inventories rose by +2900k 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 : Fell by -1.3.....
CRUDE LOADINGS REPORT
| August 03, 2018
August 3, 2018
OPEC and Non- OPEC supply-cut deal participants covered in our report are Angola, Iraq, Equatorial Guinea, the Republic of the Congo, Russia, Kazakhstan, and Azerbaijan. September NSea loadings are expected to fall by -48 kb/d MoM to 1.74 mb/d, while WAF programs will increase by +84 kb/d MoM to 4 mb/d, led by higher Angolan supply. At 3,551 kb/d, Iraqi Basrah loadings increased to their record-high in July according to tanker tracking data. August Russian loadings are set to rise to 2.51 .....
CFTC COT
| August 03, 2018
Commitments of Traders Report – August 03, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 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 Brent, gasoline, gasoil and heating oil , but decreased in natural gas and WTI during the reference week. Non-commercials net length in natural gas rose by +8.7k to +147.4k in futures and decreased by -0.8k .....
NORTH AMERICAN RIG WATCH
| August 03, 2018
August 3, 2018
US: Baker Hughes shows 1042 active rigs as of August 03, 2018, lower by -5 from the previous week. Oil rigs decreased by -2 to 859 (ht: -6; vt-dir: +4), and gas-directed rigs decreased by -3 to 183 (ht: -4; vt-dir: +1). Horizontal oil rigs increased by +1 in Eagle Ford (TX), while declining by -2 in Anadarko (TX), by -1 in Anadarko (OK), by -1 in Bakken (ND) and by -3 in Other areas not associated with a specific play. Horizontal gas rigs increased by +1 in Marcellus ( NEPA ), while declining b.....
NGL MARKET RECAP
| August 01, 2018
August 1, 2018
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.
DOE CRUDE STATS
| August 01, 2018
August 1, 2018
U.S. crude oil inventories rose by +3803k bbl in the week ended July 27, while Cushing stocks decreased by -1338k bbl. Distillate inventories grew by +2983k bbl and gasoline inventories declined by -2536k 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 : Increased by .....
CFTC COT
| July 27, 2018
Commitments of Traders Report – July 27, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 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 and heating oil , but decreased in natural gas and WTI during the reference week. Non-commercials net length in natural gas declined by -21.5k to +137.4k in futures and decreased by -.....
NORTH AMERICAN RIG WATCH
| July 27, 2018
July 27, 2018
US: Baker Hughes shows 1047 active rigs as of July 27, 2018, higher by +2 from the previous week. Oil rigs increased by +3 to 861 (ht: unch; vt-dir: +3), and gas-directed rigs decreased by -1 to 186 (ht: unch; vt-dir: -1). Horizontal oil rigs increased by +1 in Anadarko (OK), by +1 in Anadarko (TX), by +1 in Bakken (ND) and by +1 in Other areas not associated with a specific play, while declining by -2 in Eagle Ford (TX) and by -2 in Permian (TX). Horizontal gas rigs increased by +2 in Marcellu.....