NGL MARKET RECAP | August 03, 2016

August 3, 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 | August 03, 2016

August 03, 2016

U.S. crude oil inventories rose by +1413k bbl in the week ended July 29, while Cushing stocks fell by -1123k bbl. Distillate inventories increased by +1152k bbl and gasoline inventories fell by -3262k 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 +1.41m bb.....


CRUDE LOADINGS REPORT | August 02, 2016

August 2, 2016

September NSea programs are set to average 1.9 mb/d. WAF September loadings remain low (3.76 mb/d) due to continued unrest in Nigeria. August Iraqi loadings decline further to a 15-month low of 2.79 mb/d. Russian loadings are steady at 2.75 mb/d.


CFTC COT | August 01, 2016

August 01, 2016

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 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 natural gas and heating oil , but decreased in Brent, gasoline, gasoil and WTI during the reference week. Non-commercials net length in natural gas increased by +8.8k to +154.5k in futures and grew by +6.1k .....


NORTH AMERICAN RIG WATCH | July 29, 2016

July 29, 2016

Baker Hughes shows 460 active rigs as of July 29, 2016, higher by +1 from the previous week. Oil rigs increased by +3 to 374 (ht: -2; vt-dir: +5), while gas-directed rigs decreased by -2 to 86 (ht: -1; vt-dir: -1). Horizontal oil rigs decreased by -2 in Eagle Ford (TX) and by -2 in Other. Horizontal gas rigs decreased by -2 in Haynesville (TX), by -1 in Eagle Ford (TX), by -1 in Marcellus ( SWPA ) and by -1 in Marcellus (WV), while increasing by +2 in Marcellus ( NEPA ) and by +1 in Eagle Ford (.....


NGL MARKET RECAP | July 27, 2016

July 27, 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 | July 27, 2016

July 27, 2016

U.S. crude oil inventories grew by +1671k bbl in the week ended July 22, while Cushing stocks increased by +1110k bbl. Distillate inventories declined by -780k bbl and gasoline inventories increased by +452k 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 : Grew by +1.....


CFTC COT | July 25, 2016

Commitments of Traders Report – July 25, 2016

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 19. 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 , but decreased in gasoline, natural gas, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas fell by -2.6k to +145.7k in futures and decreased by -8.2k to .....


NORTH AMERICAN RIG WATCH | July 22, 2016

July 22, 2016

Baker Hughes shows 459 active rigs as of July 22, 2016, higher by +13 from the previous week. Oil rigs increased by +14 to 371 (ht: +13; vt-dir: +1), while gas-directed rigs decreased by -1 to 88 (ht: unch; vt-dir: -1). Horizontal oil rigs increased by +7 in Permian (TX), by +4 in Eagle Ford (TX) and by +2 in Permian (NM), while gas-directed horizontal rigs were relatively unchanged.


NGL MARKET RECAP | July 20, 2016

July 20, 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.