NGL MARKET RECAP | November 15, 2017

November 15, 2017

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 | November 15, 2017

November 15, 2017

U.S. crude oil inventories rose by +1854k bbl in the week ended November 10, while Cushing stocks fell by -1504k bbl. Distillate inventories decreased by -799k bbl and gasoline inventories rose by +894k 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 +1.85m .....


CFTC COT | November 13, 2017

Commitments of Traders Report – November 13, 2017

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 07. 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, natural gas, heating oil and WTI , but decreased in gasoil during the reference week. Non-commercials net length in natural gas grew by +13.6k to +275.8k in futures and rose by +14.8k to.....


NORTH AMERICAN RIG WATCH | November 10, 2017

November 10, 2017

US: Baker Hughes shows 907 active rigs as of November 10, 2017, higher by +9 from the previous week. Oil rigs increased by +9 to 738 (ht: +11; vt-dir: -2), and gas-directed rigs were unchanged at 169 (ht: +1; vt-dir: -1). Horizontal oil rigs increased by +7 in Anadarko (OK), by +4 in Permian (NM) and by +2 in Permian (TX), while declining by -2 in Anadarko (TX). Horizontal gas rigs increased by +2 in Eagle Ford (TX), while declining by -1 in Other areas not associated with a specific play. Ca.....


NGL MARKET RECAP | November 08, 2017

November 8, 2017

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 | November 08, 2017

November 8, 2017

U.S. crude oil inventories increased by +2237k bbl in the week ended November 03, while Cushing stocks grew by +720k bbl. Distillate inventories declined by -3359k bbl and gasoline inventories fell by -3312k 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 | November 03, 2017

Commitments of Traders Report – November 03, 2017

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 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, heating oil and WTI , but decreased in natural gas during the reference week. Non-commercials net length in natural gas declined by -68.7k to +262.2k in futures and decreased by -.....


NORTH AMERICAN RIG WATCH | November 03, 2017

November 3, 2017

US: Baker Hughes shows 898 active rigs as of November 03, 2017, lower by -11 from the previous week. Oil rigs decreased by -8 to 729 (ht: -4; vt-dir: -4), and gas-directed rigs decreased by -3 to 169 (ht: -1; vt-dir: -2). Horizontal oil rigs increased by +1 in Bakken (MT) and by +1 in Permian (TX), while declining by -2 in Bakken (ND), by -1 in Anadarko (OK) and by -3 in Other areas not associated with a specific play. Horizontal gas rigs increased by +1 in Eagle Ford (TX) and by +1 in Other ar.....


CRUDE LOADINGS REPORT | November 03, 2017

November 3, 2017

OPEC and Non- OPEC supply-cut deal participants covered in our report are Angola, Iraq, Equatorial Guinea, Russia, Kazakhstan, and Azerbaijan. December NSea loadings are expected to increase to 1.93 mb/d, up by +49 kb/d MoM but down by -109 kb/d YoY. WAF programs will surge to 4.18 mb/d owing to higher Nigerian and Angolan flows. November Russian programs will dive to 2.72 mb/d with the biggest drop in Primorsk. November CPC programs are planned to rise to 1.29 mb/d, up by +43 kb/d MoM. .....


NGL MARKET RECAP | November 01, 2017

November 1, 2017

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.