NORTH AMERICAN RIG WATCH
| May 18, 2018
May 18, 2018
US: Baker Hughes shows 1044 active rigs as of May 18, 2018, higher by +1 from the previous week. Oil rigs were unchanged at 844 (ht: +1; vt-dir: -1), and gas-directed rigs increased by +1 to 200 (ht: unch; vt-dir: +1). Horizontal oil rigs increased by +1 in Anadarko (OK), by +1 in Eagle Ford (TX), by +1 in Permian (NM) and by +1 in Permian (TX), while declining by -1 in Bakken (ND) and by -2 in Other areas not associated with a specific play. Horizontal gas rigs increased by +2 in Other areas n.....
NGL MARKET RECAP
| May 16, 2018
May 16, 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
| May 16, 2018
May 16, 2018
U.S. crude oil inventories fell by -1404k bbl in the week ended May 11, while Cushing stocks increased by +53k bbl. Distillate inventories declined by -92k bbl and gasoline inventories fell by -3790k 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 : Decreased by -1.4m.....
CFTC COT
| May 11, 2018
Commitments of Traders Report – May 11, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 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 gasoline, gasoil and heating oil , but decreased in Brent, natural gas and WTI during the reference week. Non-commercials net length in natural gas decreased by -27.2k to +170.5k in futures and fell by -29.5k.....
NORTH AMERICAN RIG WATCH
| May 11, 2018
May 11, 2018
US: Baker Hughes shows 1043 active rigs as of May 11, 2018, higher by +13 from the previous week. Oil rigs increased by +10 to 844 (ht: +2; vt-dir: +8), and gas-directed rigs increased by +3 to 199 (ht: +2; vt-dir: +1). Horizontal oil rigs increased by +4 in Permian (TX), by +3 in Anadarko (OK) and by +1 in Other areas not associated with a specific play, while declining by -3 in Eagle Ford (TX) and by -3 in Permian (NM). Horizontal gas rigs increased by +3 in Eagle Ford (TX), by +2 in Marcellu.....
NGL MARKET RECAP
| May 09, 2018
May 9, 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
| May 09, 2018
May 9, 2018
U.S. crude oil inventories decreased by -2197k bbl in the week ended May 04, while Cushing stocks rose by +1388k bbl. Distillate inventories fell by -3791k bbl and gasoline inventories declined by -2174k 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 : Decreased by -.....
CRUDE LOADINGS REPORT
| May 07, 2018
May 7, 2018
OPEC and Non- OPEC supply-cut deal participants covered in our report are Angola, Iraq, Equatorial Guinea, Russia, Kazakhstan, and Azerbaijan. June NSea loadings will be steady at 1.71 mb/d with increasing Norwegian volumes offsetting decreasing British and Danish flows. June WAF loadings are expected to fall to 3.97 mb/d, owing to declining Nigerian and Angolan programs. Iraqi Basrah crude loadings plunged by -105 kb/d MoM to their 6-month low of 3.34 mb/d in April. At 2.47 mb/d, Russian .....
CFTC COT
| May 04, 2018
Commitments of Traders Report – May 04, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 01. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoil and heating oil , but decreased in Brent, gasoline, natural gas and WTI during the reference week. Non-commercials net length in natural gas declined by -1.2k to +197.7k in futures and fell by -10.2k t.....
NORTH AMERICAN RIG WATCH
| May 04, 2018
May 4, 2018
US: Baker Hughes shows 1030 active rigs as of May 04, 2018, higher by +10 from the previous week. Oil rigs increased by +9 to 834 (ht: +9; vt-dir: unch), and gas-directed rigs increased by +1 to 196 (ht: +3; vt-dir: -2). Horizontal oil rigs increased by +3 in Permian (NM), by +2 in Permian (TX), by +1 in Anadarko (OK), by +1 in Bakken (ND) and by +2 in Other areas not associated with a specific play. Horizontal gas rigs increased by +2 in Haynesville (LA), by +1 in Eagle Ford (TX) and by +1 in .....