NGL MARKET RECAP
| July 12, 2017
July 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
| July 12, 2017
July 12, 2017
U.S. crude oil inventories fell by -7564k bbl in the week ended July 07, while Cushing stocks declined by -1948k bbl. Distillate inventories increased by +3131k bbl and gasoline inventories fell by -1647k 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 : Declined by -.....
CFTC COT
| July 10, 2017
Commitments of Traders Report – July 10, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 04. 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 and heating oil , but decreased in natural gas and WTI during the reference week. Non-commercials net length in natural gas fell by -8.4k to +381.4k in futures and decreased by -6.3k .....
NORTH AMERICAN RIG WATCH
| July 07, 2017
July 7, 2017
US: Baker Hughes shows 952 active rigs as of July 07, 2017, higher by +12 from the previous week. Oil rigs increased by +7 to 763 (ht: +9; vt-dir: -2), and gas-directed rigs increased by +5 to 189 (ht: +3; vt-dir: +2). Horizontal oil rigs increased by +4 in Anadarko (OK), by +2 in Permian (TX), by +1 in Anadarko (TX), by +1 in Eagle Ford (TX) and by +2 in Other areas not associated with a specific play, while declining by -1 in Permian (NM). Horizontal gas rigs increased by +2 in Haynesville (L.....
CRUDE LOADINGS REPORT
| July 07, 2017
July 7, 2017
OPEC and Non- OPEC supply-cut deal participants covered in our report are Angola, Iraq, Equatorial Guinea, Russia, Kazakhstan, and Azerbaijan. August NSea loadings will fall to 1.75 mb/d, the lowest since September 2014. At 4.17 mb/d, August WAF programs are set to increase by +128 kb/d MoM driven by higher Nigerian volumes. July Iraqi Basrah loadings were not released yet, but we expect volumes to be over 3.2 mb/d. July Russian programs will inch up by +39 kb/d MoM to 2.64 mb/d. July CPC.....
NGL MARKET RECAP
| July 06, 2017
July 6, 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
| July 06, 2017
July 6, 2017
U.S. crude oil inventories declined by -6299k bbl in the week ended June 30, while Cushing stocks fell by -1334k bbl. Distillate inventories decreased by -1850k bbl and gasoline inventories declined by -3669k 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 -.....
CFTC COT
| July 03, 2017
Commitments of Traders Report – July 03, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 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 gasoline and natural gas , but decreased in Brent, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas increased by +14.6k to +389.8k in futures and rose by +8.9k.....
NORTH AMERICAN RIG WATCH
| June 30, 2017
June 30, 2017
US: Baker Hughes shows 940 active rigs as of June 30, 2017, lower by -1 from the previous week. Oil rigs decreased by -2 to 756 (ht: unch; vt-dir: -2), and gas-directed rigs increased by +1 to 184 (ht: unch; vt-dir: +1). Horizontal oil rigs increased by +2 in Permian (TX), by +1 in Bakken (ND) and by +1 in Permian (NM), while declining by -1 in Anadarko (OK), by -1 in Eagle Ford (TX) and by -2 in Other areas not associated with a specific play. Horizontal gas rigs increased by +1 in Eagle Ford .....
NGL MARKET RECAP
| June 28, 2017
June 28, 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.