CFTC COT | October 10, 2016

Commitments of Traders Report – October 10, 2016

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 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, gasoil, heating oil and WTI , but decreased in gasoline and natural gas during the reference week. Non-commercials net length in natural gas fell by -24.9k to +286.1k in futures and declined by -27.....

NORTH AMERICAN RIG WATCH | October 07, 2016

October 7, 2016

Baker Hughes shows 522 active rigs as of October 7, 2016, higher by +1 from the previous week. Oil rigs increased by +3 to 428 (ht: +6; vt-dir: -3), while gas-directed rigs decreased by -2 to 94 (ht: unch; vt-dir: -2). Horizontal oil rigs increased by +2 in Anadarko (TX), by +1 in Anadarko (OK), by +1 in Bakken (ND), by+1 in Permian (TX) and by +2 in Other, while decreasing by -1 in Permian (NM). Horizontal gas rigs increased by +1 in Barnett (TX), by +1 in Haynesville (LA), and by +1 in Marcell.....

CRUDE LOADINGS REPORT | October 06, 2016

REVISED: October 6, 2016

In the original version we sent earlier today, there was an error in the Notes section (page 1 of the attached PDF ). The first bullet point under WAF (Nov/Oct) read “ WAF loadings are expected to increase to 4.2 mb/d in October , …” . The revised version corrects the month to November . No other changes were made. North Sea Loadings are planned at 1.9 mb/d in November. As several key grades in Angola and Nigeria return to operation, WAF November loading programs are expected to incr.....

NGL MARKET RECAP | October 05, 2016

October 5, 2016

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 05, 2016

October 5, 2016

U.S. crude oil inventories fell by -2976k bbl in the week ended September 30, while Cushing stocks increased by +569k bbl. Distillate inventories declined by -2359k bbl and gasoline inventories increased by +222k 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 .....

CFTC COT | October 03, 2016

Commitments of Traders Report – October 03, 2016

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 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, natural gas, heating oil and WTI , but decreased in Brent and gasoil during the reference week. Non-commercials net length in natural gas rose by +55.6k to +310.9k in futures and increased by .....

NORTH AMERICAN RIG WATCH | September 30, 2016

September 30, 2016

Baker Hughes shows 521 active rigs as of September 30, 2016, higher by +11 from the previous week. Oil rigs increased by +7 to 425 (ht: +2; vt-dir: +5), while gas-directed rigs increased by +4 to 96 (ht: +3; vt-dir: +1). Horizontal oil rigs increased by +1 in Bakken (ND) and by +1 in Permian (NM). Horizontal gas rigs increased by +1 in Marcellus ( SWPA ), by +1 in Marcellus (WV), by +1 in Woodford (Arkoma) and by +1 in Fayetteville (AR), while decreasing by -1 in Eagle Ford (TX).

NGL MARKET RECAP | September 28, 2016

September 28, 2016

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 28, 2016

September 28, 2016

U.S. crude oil inventories fell by -1882k bbl in the week ended September 23, while Cushing stocks declined by -631k bbl. Distillate inventories decreased by -1915k bbl and gasoline inventories grew by +2027k 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 .....

CFTC COT | September 26, 2016

Commitments of Traders Report – September 26, 2016

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 20. 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 grew by +12.5k to +255.3k in futures and increased by .....