CFTC COT
| March 09, 2018
Commitments of Traders Report – March 09, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 06. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in natural gas , but decreased in Brent, gasoline, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas increased by +28.2k to +220.7k in futures and grew by +33.9k .....
NORTH AMERICAN RIG WATCH
| March 09, 2018
March 9, 2018
US: Baker Hughes shows 984 active rigs as of March 09, 2018, higher by +3 from the previous week. Oil rigs decreased by -4 to 796 (ht: -5; vt-dir: +1), and gas-directed rigs increased by +7 to 188 (ht: +6; vt-dir: +1). Horizontal oil rigs increased by +3 in Bakken (ND) and by +1 in Anadarko (TX), while declining by -6 in Anadarko (OK), by -1 in Permian (TX) and by -2 in Other areas not associated with a specific play. Horizontal gas rigs increased by +1 in Haynesville (TX), by +1 in Marcellus (.....
CRUDE LOADINGS REPORT
| March 09, 2018
March 9, 2018
OPEC and Non- OPEC supply-cut deal participants covered in our report are Angola, Iraq, Equatorial Guinea, Russia, Kazakhstan, and Azerbaijan. April NSea loadings will be stable at 1.84 mb/d. April WAF loadings are expected to increase by +103 kb/d MoM to 4.14 mb/d driven by increasing Nigerian volumes. February Iraqi Basrah loadings averaged 3.46 mb/d in February. At 2.42 mb/d, March Russian programs will be +13 kb/d higher MoM but -579 kb/d lower YoY. April ESPO loadings via Kozmino ar.....
NGL MARKET RECAP
| March 07, 2018
March 7, 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
| March 07, 2018
March 07, 2018
U.S. crude oil inventories rose by +2408k bbl in the week ended March 02, while Cushing stocks decreased by -605k bbl. Distillate inventories fell by -559k bbl and gasoline inventories declined by -788k 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 +2.....
CFTC COT
| March 02, 2018
Commitments of Traders Report – March 02, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 27. 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 reference week. Non-commercials net length in natural gas rose by +1.1k to +192.5k in futures and fell by -19.0k to .....
NORTH AMERICAN RIG WATCH
| March 02, 2018
March 2, 2018
US: Baker Hughes shows 981 active rigs as of March 02, 2018, higher by +3 from the previous week. Oil rigs increased by +1 to 800 (ht: +2; vt-dir: -1), and gas-directed rigs increased by +2 to 181 (ht: +3; vt-dir: -1). Horizontal oil rigs increased by +2 in Anadarko (OK), by +2 in Permian (TX) and by +1 in Eagle Ford (TX), while declining by -2 in Bakken (ND) and by -1 in Other areas not associated with a specific play. Horizontal gas rigs increased by +3 in Marcellus ( SWPA ) and by +2 in Othe.....
NGL MARKET RECAP
| February 28, 2018
February 28, 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
| February 28, 2018
February 28, 2018
U.S. crude oil inventories grew by +3019k bbl in the week ended February 23, while Cushing stocks decreased by -1218k bbl. Distillate inventories declined by -960k bbl and gasoline inventories grew by +2483k 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 .....
CFTC COT
| February 23, 2018
Commitments of Traders Report – February 23, 2018
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 20. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in WTI , but decreased in Brent, gasoline, natural gas, gasoil and heating oil during the reference week. Non-commercials net length in natural gas fell by -13.8k to +186.9k in futures and decreased by -17......