CFTC COT
| November 23, 2015
Commitments of Traders Report – November 23, 2015
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 17. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials decreased net length in Brent, gasoline, natural gas, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas declined by -2.0k to -105.4k in futures and decreased by -1.9k to -134.3k in.....
OIL PRICE MONITOR
| November 20, 2015
November 20, 2015
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
| November 20, 2015
November 20, 2015
Baker Hughes shows 757 active rigs as of November 20, 2015, lower by -10 from the previous week. Oil rigs decreased by -10 to 564 (ht: -8; vt-dir: -2) while gas-directed rigs were unchanged at 193 (ht: +2; vt-dir: -2). Horizontal oil rigs decreased by -4 in Anadarko (OK) and by -2 in Permian (NM), while increasing by +2 in Permian (TX). Gas-directed rigs increased by +1 in Eagle Ford (TX), Granite Wash (OK), Haynesville (LA), Marcellus ( NEPA ) and Marcellus ( SWPA ).
NGL MARKET RECAP
| November 18, 2015
November 18, 2015
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
| November 18, 2015
DOE Report: November 18, 2015
U.S. crude oil inventories rose by +252k bbl in the week ended November 13, while Cushing stocks increased by +1495k bbl. Distillate inventories fell by -791k bbl and gasoline inventories rose by +1009k 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 +0.....
CFTC COT
| November 16, 2015
Commitments of Traders Report – November 16, 2015
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended November 10. 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 and heating oil , but decreased in WTI during the reference week. Non-commercials net length in natural gas grew by +4.5k to -103.4k in futures and rose by +6.0k to -.....
OIL PRICE MONITOR
| November 13, 2015
November 13, 2015
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
| November 13, 2015
November 13, 2015
Baker Hughes shows 767 active rigs as of November 13, 2015, lower by -4 from the previous week. Oil rigs increased by +2 to 574 (ht: +4; vt-dir: -2) while gas-directed rigs decreased by -6 to 193 (ht: -2; vt-dir: -4). Horizontal oil rigs increased by +2 in Monterey (CA), while declining by -2 in Eagle Ford (TX). Gas-directed rigs did not change in any of the established regions that we track and all the changes occurred in other areas not associated with any major play.
NGL MARKET RECAP
| November 12, 2015
November 12, 2015
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
| November 12, 2015
DOE Report: November 12, 2015
U.S. crude oil inventories increased by +4224k bbl in the week ended November 06, while Cushing stocks rose by +2237k bbl. Distillate inventories grew by +352k bbl and gasoline inventories decreased by -2102k 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 +.....