DOE CRUDE STATS | June 21, 2017
June 21, 2017
U.S. crude oil inventories fell by -2451k bbl in the week ended June 16, while Cushing stocks declined by -1080k bbl. Distillate inventories increased by +1079k bbl and gasoline inventories declined by -578k 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 -2.....
CFTC COT | June 19, 2017
Commitments of Traders Report – June 19, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 13. 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 +5.2k to +385.5k in futures and grew by +1.7k to .....
NORTH AMERICAN RIG WATCH | June 16, 2017
June 16, 2017
US: Baker Hughes shows 933 active rigs as of June 16, 2017, higher by +7 from the previous week. Oil rigs increased by +6 to 747 (ht: +2; vt-dir: +4), and gas-directed rigs increased by +1 to 186 (ht: unch; vt-dir: +1). Horizontal oil rigs increased by +3 in Bakken (ND), by +3 in Permian (NM) and by +1 in Anadarko (TX), while declining by -2 in Permian (TX), by -1 in Anadarko (OK), by -1 in Barnett Combo (TX) and by -1 in Eagle Ford (TX). Horizontal gas rigs increased by +1 in Eagle Ford (TX) a.....
NGL MARKET RECAP | June 14, 2017
June 14, 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 | June 14, 2017
June 14, 2017
U.S. crude oil inventories fell by -1661k bbl in the week ended June 09, while Cushing stocks decreased by -1156k bbl. Distillate inventories rose by +328k bbl and gasoline inventories grew by +2096k 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 -1.66.....
CFTC COT | June 12, 2017
Commitments of Traders Report – June 12, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 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 gasoline and WTI , but decreased in Brent, natural gas, gasoil and heating oil during the reference week. Non-commercials net length in natural gas declined by -70.0k to +380.3k in futures and fell by -68.6k.....
NORTH AMERICAN RIG WATCH | June 09, 2017
June 09, 2017
US: Baker Hughes shows 926 active rigs as of June 09, 2017, higher by +11 from the previous week. Oil rigs increased by +8 to 741 (ht: +1; vt-dir: +7), and gas-directed rigs increased by +3 to 185 (ht: +8; vt-dir: -5). Horizontal oil rigs increased by +4 in Anadarko (OK), by +3 in Permian (NM), by +1 in Permian (TX) and by +1 in Anadarko (TX), while declining by -2 in Eagle Ford (TX), by -1 in Monterey (CA) and by -5 in Other areas not associated with a specific play. Horizontal gas rigs increa.....
NGL MARKET RECAP | June 07, 2017
June 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 | June 07, 2017
June 7, 2017
U.S. crude oil inventories rose by +3295k bbl in the week ended June 02, while Cushing stocks fell by -1444k bbl. Distillate inventories increased by +4355k bbl and gasoline inventories grew by +3324k 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 : Rose by +3.3m bbl.....
CRUDE LOADINGS REPORT | June 06, 2017
June 6, 2017
OPEC and Non- OPEC supply-cut deal participants covered in our report are Angola, Iraq, Equatorial Guinea, Russia, Kazakhstan, and Azerbaijan. July NSea loadings will average 1.95 mb/d, close to their June levels. At 4.1 mb/d, July WAF programs are set to decline by -93 kb/d MoM. June Iraqi Basrah loadings will stand at 3.21 mb/d, just under their May levels. June Russian programs will fall to 2.58 mb/d, down by -392 kb/d MoM and -215 kb/d YoY. June CPC programs are expected to be 1,243 .....