DOE CRUDE STATS
| March 16, 2016
DOE Report: March 16, 2016
U.S. crude oil inventories rose by +1317k bbl in the week ended March 11, while Cushing stocks increased by +545k bbl. Distillate inventories fell by -1135k bbl and gasoline inventories declined by -747k 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 +.....
CFTC COT
| March 14, 2016
Commitments of Traders Report – March 14, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 08. 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, gasoil, heating oil and WTI , but decreased in Brent and natural gas during the reference week. Non-commercials net length in natural gas fell by -32.2k to -49.4k in futures and decreased by -28.1.....
OIL PRICE MONITOR
| March 11, 2016
March 11, 2016
Attached is this week’s Oil Price Monitor, which provides an overview of global oil market activity across a range of dimensions, from spot crude and product prices to forward curves, refining margins, product arbitrage, and freight rates.
NORTH AMERICAN RIG WATCH
| March 11, 2016
March 11, 2016
Baker Hughes shows 480 active rigs as of March 11, 2016, lower by -9 from the previous week. Oil rigs decreased by -6 to 386 (ht: -10; vt-dir: +4) while gas-directed rigs decreased by -3 to 94 (ht: -4; vt-dir: +1). Horizontal oil rigs decreased by -5 in Permian (TX), -3 in Eagle Ford (TX), and -2 in Anadarko (OK) and Permian (NM) each. Gas-directed horizontal rigs increased by +1 in Marcellus ( NEPA ), dropped by -2 in Granite Wash (TX) and Granite Wash (OK) each.
CRUDE LOADINGS REPORT
| March 10, 2016
RESEND: March 9, 2016
It was brought to our attention that some of our clients did not receive yesterday’s Crude Loadings Report . We are resending it. No changes have been made to the report. Unplanned outages and deferrals have impacted March programs for West Africa and the North Sea. North Sea loadings are expected to recover in April to multi-year highs if they realize as planned. The Nigerian force majeure is likely to extend until late April which sets total WAF loadings for March and April lower on a Y.....
NGL MARKET RECAP
| March 09, 2016
March 9, 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
| March 09, 2016
DOE Report: March 09, 2016
U.S. crude oil inventories increased by +3880k bbl in the week ended March 04, while Cushing stocks rose by +690k bbl. Distillate inventories fell by -1119k bbl and gasoline inventories declined by -4526k 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 .....
CFTC COT
| March 07, 2016
Commitments of Traders Report – March 07, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 01. 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 WTI , but decreased in natural gas and heating oil during the reference week. Non-commercials net length in natural gas declined by -28.3k to -17.2k in futures and decreased by -.....
NORTH AMERICAN RIG WATCH
| March 06, 2016
March 4, 2016
Baker Hughes shows 489 active rigs as of March 4, 2016, lower by -13 from the previous week. Oil rigs decreased by -8 to 392 (ht: -5; vt-dir: -3) while gas-directed rigs decreased by -5 to 97 (ht: -3; vt-dir: -2). Horizontal oil rigs increased by +2 in Anadarko (OK) and Alaska but decreased by -3 in Bakken (ND), and -2 by Eagle Ford (TX) and Permian (TX). Gas-directed horizontal rigs increased by +2 in Haynesville (LA), and by +1 in Granite Wash (OK), but dropped by -4 to zero in Woodford (Anar.....
OIL PRICE MONITOR
| March 04, 2016
March 4, 2016
Attached is this week’s Oil Price Monitor, which provides an overview of global oil market activity across a range of dimensions, from spot crude and product prices to forward curves, refining margins, product arbitrage, and freight rates.