CFTC COT | September 11, 2017

Commitments of Traders Report – September 11, 2017

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 05. 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 decreased by -26.4k to +349.6k in futures and fell by -23.....


NORTH AMERICAN RIG WATCH | September 08, 2017

September 8, 2017

US: Baker Hughes shows 943 active rigs as of September 08, 2017, higher by +1 from the previous week. Oil rigs decreased by -3 to 756 (ht: -1; vt-dir: -2), and gas-directed rigs increased by +4 to 187 (ht: unch; vt-dir: +4). Horizontal oil rigs increased by +2 in Permian (NM) and by +1 in Bakken (ND), while declining by -1 in Eagle Ford (TX), by -1 in Permian (TX) and by -2 in Other areas not associated with a specific play. Horizontal gas rigs increased by +2 in Haynesville (TX) and by +1 in M.....


NGL MARKET RECAP | September 07, 2017

September 7, 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 | September 07, 2017

September 7, 2017

U.S. crude oil inventories rose by +4580k bbl in the week ended September 01, while Cushing stocks increased by +797k bbl. Distillate inventories fell by -1396k bbl and gasoline inventories declined by -3199k 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.....


CRUDE LOADINGS REPORT | September 07, 2017

September 7, 2017

OPEC and Non- OPEC supply-cut deal participants covered in our report are Angola, Iraq, Equatorial Guinea, Russia, Kazakhstan, and Azerbaijan. October NSea loadings will increase to 1.99 mb/d, up by +40 kb/d MoM while October WAF programs are expected to fall to 4.13 mb/d, down by -88 kb/d MoM. September Russian programs are set at 2.78 mb/d, up by +104 kb/d MoM but down by -162 kb/d YoY. September CPC programs will jump to 1.25 mb/d, up by +124 kb/d MoM. September Azeri Light loadings w.....


CFTC COT | September 05, 2017

Commitments of Traders Report - September 5, 2017

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 29. 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, gasoil and heating oil , but decreased in WTI during the reference week. Non-commercials net length in natural gas increased by +1.7k to +376.0k in futures and grew by +1.6k t.....


NORTH AMERICAN RIG WATCH | September 01, 2017

September 1, 2017

US: Baker Hughes shows 942 active rigs as of September 01, 2017, higher by +3 from the previous week. Oil rigs were unchanged at 759 (ht: -3; vt-dir: +3), and gas-directed rigs increased by +3 to 183 (ht: +1; vt-dir: +2). Horizontal oil rigs increased by +3 in Permian (NM) and by +2 in Other areas not associated with a specific play, while declining by -5 in Anadarko (OK), by -2 in Permian (TX) and by -1 in Eagle Ford (TX). Horizontal gas rigs increased by +1 in Marcellus ( SWPA ) and by +1 in .....


NGL MARKET RECAP | August 30, 2017

August 30, 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 | August 30, 2017

August 30, 2017

U.S. crude oil inventories fell by -5392k bbl in the week ended August 25, while Cushing stocks increased by +689k bbl. Distillate inventories rose by +748k bbl and gasoline inventories increased by +35k 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 -5.39m.....


CFTC COT | August 28, 2017

Commitments of Traders Report – August 28, 2017

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 22. 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 , but decreased in Brent, natural gas, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas grew by +3.2k to +374.3k in futures and decreased by -1.0k t.....