CRUDE LOADINGS REPORT
| January 06, 2017
January 6, 2017
Announced OPEC and Non- OPEC production cuts were expected to go into effect on January 1, 2017. Production cuts may not immediately result in lower loading volumes, but market participants are closely monitoring 1H 2017 loadings. OPEC and Non- OPEC participants covered in our report are Angola, Iraq, Russia, Kazakhstan, Azerbaijan, and Equatorial Guinea. February NSea loadings will drop to 2.06 mb/d, down by -83 kb/d MoM, while February WAF loadings are expected to increase to 3.96 .....
NORTH AMERICAN RIG WATCH
| January 06, 2017
January 6, 2017
Baker Hughes shows 664 active rigs as of January 6, 2017, higher by +7 from the previous week. Oil rigs increased by +4 to 529 (ht: +1; vt-dir: +3), and gas-directed rigs increased by +3 to 135 (ht: +1; vt-dir: +2). Horizontal oil rigs increased by +4 in Eagle Ford (TX) and by +1 in Permian (TX), while deceasing by -3 in Anadarko (TX) and by -1 in Other. Horizontal gas rigs increased by +1 in Eagle Ford (TX), by +1 in Haynesville (TX), by +1 in Marcellus ( NEPA ) and by +1 in Other, while decrea.....
NGL MARKET RECAP
| January 05, 2017
January 5, 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
| January 05, 2017
January 5, 2017
U.S. crude oil inventories fell by -7051k bbl in the week ended December 30, while Cushing stocks rose by +1074k bbl. Distillate inventories increased by +10051k bbl and gasoline inventories rose by +8307k 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 -7.0.....
CFTC COT
| January 03, 2017
Commitments of Traders Report – January 03, 2017
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 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 Brent, gasoline, natural gas, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas grew by +18.6k to +415.5k in futures and increased by +1.8k to +436.6k in fu.....
NORTH AMERICAN RIG WATCH
| December 30, 2016
December 30, 2016
Baker Hughes shows 657 active rigs as of December 23, 2016, higher by +5 from the previous week. Oil rigs increased by +2 to 532 (ht: +4; vt-dir: -2), and gas-directed rigs increased by +3 to 132 (ht: +2; vt-dir: +1). Horizontal oil rigs increased by +3 in Permian (TX), by +2 in Anadarko (OK), by +1 in Anadarko (TX), by +1 in Bakken (ND) and by +1 in Permian (NM), while deceasing by -4 in Other. Horizontal gas rigs increased by +1 in Eagle Ford (TX), and by +1 in Other.
NGL MARKET RECAP
| December 29, 2016
December 29, 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
| December 29, 2016
December 29, 2016
U.S. crude oil inventories rose by +614k bbl in the week ended December 23, while Cushing stocks grew by +172k bbl. Distillate inventories decreased by -1881k bbl and gasoline inventories declined by -1593k 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 +0......
CFTC COT
| December 27, 2016
Commitments of Traders Report – December 27, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended December 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 natural gas, gasoil and WTI , but decreased in Brent, gasoline and heating oil during the reference week. Non-commercials net length in natural gas increased by +21.0k to +396.9k in futures and grew by +.....
NORTH AMERICAN RIG WATCH
| December 23, 2016
December 23, 2016
Baker Hughes shows 652 active rigs as of December 23, 2016, higher by +16 from the previous week. Oil rigs increased by +13 to 523 (ht: +12; vt-dir: +1), and gas-directed rigs increased by +3 to 129 (ht: +2; vt-dir: +1). Horizontal oil rigs increased by +5 in Anadarko (OK), +2 in Permian (TX), and by +1 in the Eagle Ford (TX). Horizontal gas rigs increased by +1 in Haynesville (TX), +2 in Marcellus ( SWPA ), -3 in Marcellus (WV) and +3 in areas not associated with named plays. Vertical/Direction.....