NORTH AMERICAN RIG WATCH
| October 13, 2017
October 13, 2017
US: Baker Hughes shows 928 active rigs as of October 13, 2017, lower by -7 from the previous week. Oil rigs decreased by -5 to 743 (ht: -3; vt-dir: -2), and gas-directed rigs decreased by -2 to 185 (ht: -3; vt-dir: +1). Horizontal oil rigs increased by +5 in Permian (TX), by +1 in Anadarko (TX) and by +1 in Bakken (ND), while declining by -3 in Eagle Ford (TX), by -1 in Anadarko (OK), by -1 in Monterey (CA), by -1 in Permian (NM) and by -4 in Other areas not associated with a specific play. Hor.....
NGL MARKET RECAP
| October 12, 2017
October 12, 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
| October 12, 2017
October 12, 2017
U.S. crude oil inventories declined by -2747k bbl in the week ended October 06, while Cushing stocks increased by +1322k bbl. Distillate inventories fell by -1480k bbl and gasoline inventories increased by +2490k 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 : Decli.....
CRUDE LOADINGS REPORT
| October 11, 2017
October 11, 2017
OPEC and Non- OPEC supply-cut deal participants covered in our report are Angola, Iraq, Equatorial Guinea, Russia, Kazakhstan, and Azerbaijan. November NSea loadings are expected to drop to 1.88 mb/d due to lower BFOE volumes. November WAF programs will fall to 3.62 mb/d, down by -540 kb/d MoM, owing to lower Nigerian and Angolan flows. October Russian programs will inch up to 2.83 mb/d, higher by +43 kb/d MoM but down by -155 kb/d YoY. November CPC programs are planned to increase to .....
CFTC COT
| October 06, 2017
Commitments of Traders Report – October 06, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 03. 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 , but decreased in Brent, gasoline, natural gas and WTI , and unchanged in heating oil during the reference week. Non-commercials net length in natural gas declined by -27.7k to +323.6k in futures .....
NORTH AMERICAN RIG WATCH
| October 06, 2017
October 6, 2017
US: Baker Hughes shows 935 active rigs as of October 06, 2017, lower by -4 from the previous week. Oil rigs decreased by -2 to 748 (ht: -1; vt-dir: -1), and gas-directed rigs decreased by -2 to 187 (ht: -1; vt-dir: -1). Horizontal oil rigs increased by +2 in Eagle Ford (TX), while declining by -2 in Permian (TX) and by -1 in Bakken (ND). Horizontal gas rigs increased by +2 in Marcellus (WV), by +2 in Woodford (Arkoma) and by +1 in Haynesville (LA), while declining by -2 in Marcellus ( NEPA ), b.....
NGL MARKET RECAP
| October 04, 2017
October 4, 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
| October 04, 2017
September 27, 2017
U.S. crude oil inventories decreased by -6023k bbl in the week ended September 29, while Cushing stocks rose by +1525k bbl. Distillate inventories fell by -2606k bbl and gasoline inventories rose by +1644k 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.....
CFTC COT
| October 02, 2017
Commitments of Traders Report – October 02, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 26. 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, heating oil and WTI , but decreased in natural gas and gasoil during the reference week. Non-commercials net length in natural gas declined by -59.3k to +351.3k in futures and decreased.....
NORTH AMERICAN RIG WATCH
| September 29, 2017
September 29, 2017
US: Baker Hughes shows 939 active rigs as of September 29, 2017, higher by +5 from the previous week. Oil rigs increased by +6 to 750 (ht: +6; vt-dir: unch), and gas-directed rigs decreased by -1 to 189 (ht: -2; vt-dir: +1). Horizontal oil rigs increased by +1 in Permian (NM) and by +8 in Other areas not associated with a specific play, while declining by -2 in Permian (TX) and by -1 in Anadarko (OK). Horizontal gas rigs increased by +1 in Haynesville (LA), while declining by -1 in Haynesville .....