NORTH AMERICAN RIG WATCH
| May 13, 2016
May 13, 2016
Baker Hughes shows 405 active rigs as of May 13, 2016, lower by -9 from the previous week. Oil rigs decreased by -10 to 318 (ht: -5; vt-dir: -5), while gas-directed rigs increased by +1 to 87 (ht: +2; vt-dir: -1). Horizontal oil rigs decreased by -3 in Permian (TX) and by -2 in Anadarko (OK). A horizontal gas rig has returned to Colorado after six months of no activity in the state, but there were no changes in any of the majors plays that we track.
CRUDE LOADINGS REPORT
| May 11, 2016
May 11, 2016
June Crude loading programs in key regions are expected to recover from their May lows, with downside potential in WAF driven by unrest in Nigeria. Month-on-month North Sea and WAF loadings are up by +48 kb/d and +19 kb/d, respectively. Iraqi Basrah loadings are anticipated to jump to 3.47 mb/d, up by +387 kb/d MoM and +369 kb/d YoY while ESPO will drop by -106 kb/d MoM due to pipeline maintenance.
NGL MARKET RECAP
| May 11, 2016
May 11, 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
| May 11, 2016
DOE Report: May 11, 2016
U.S. crude oil inventories declined by -3410k bbl in the week ended May 06, while Cushing stocks increased by +1520k bbl. Distillate inventories fell by -1647k bbl and gasoline inventories declined by -1231k 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 .....
CFTC COT
| May 09, 2016
Commitments of Traders Report – May 09, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 03. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in heating oil , but decreased in Brent, gasoline, natural gas, gasoil and WTI during the reference week. Non-commercials net length in natural gas decreased by -17.7k to +64.3k in futures and fell by -11.4k to .....
NORTH AMERICAN RIG WATCH
| May 06, 2016
May 6, 2016
Baker Hughes shows 414 active rigs as of May 6, 2016, lower by -5 from the previous week. Oil rigs decreased by -4 to 328 (ht: -6; vt-dir: +2), while gas-directed rigs decreased by -1 to 86 (ht: unch; vt-dir: -1). Horizontal oil rigs decreased by -3 in Eagle Ford (TX), while increasing by +3 in Permian (TX). Horizontal gas rigs increased by +1 in Haynesville (TX).
NGL MARKET RECAP
| May 04, 2016
May 4, 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
| May 04, 2016
DOE Report: May 04, 2016
U.S. crude oil inventories rose by +2784k bbl in the week ended April 29, while Cushing stocks increased by +243k bbl. Distillate inventories fell by -1261k bbl and gasoline inventories rose by +536k 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 : Increased by +2.78.....
CFTC COT
| May 02, 2016
Commitments of Traders Report – May 02, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 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, gasoil, heating oil and WTI , but decreased in Brent and gasoline during the reference week. Non-commercials net length in natural gas grew by +17.3k to +82.1k in futures and rose by +28.9k to .....
NORTH AMERICAN RIG WATCH
| April 29, 2016
April 29, 2016
Baker Hughes shows 419 active rigs as of April 29, 2016, lower by -12 from the previous week. Oil rigs decreased by -11 to 332 (ht: -8; vt-dir: -3), while gas-directed rigs decreased by -1 to 87 (ht: unch; vt-dir: -1). Horizontal oil rigs decreased by -3 in Eagle Ford (TX) and by -2 in Anadarko (OK). Horizontal gas rigs decreased by -2 in Marcellus (WV), but increased by +1 in Eagle Ford (TX).