CFTC COT | October 26, 2015

Commitments of Traders Report – October 26, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 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 heating oil , but decreased in Brent, gasoline, natural gas, gasoil and WTI during the reference week. Non-commercials net length in natural gas declined by -4.6k to -76.4k in futures and decreased by -10.....


OIL PRICE MONITOR | October 23, 2015

October 23, 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 | October 23, 2015

October 23, 2015

Baker Hughes shows 787 active rigs as of October 23, 2015, unchanged from the previous week. Oil rigs decreased by -1 to 594 (ht: -1; vt-dir: unch) while gas-directed rigs increased by +1 to 193 (ht: +1; vt-dir: unch). Horizontal oil rigs decreased by -4 in Permian (TX) and by -2 in Anadarko (OK) and Anadarko (TX). Gas-directed horizontal rigs decreased by -2 in Marcellus ( NEPA ), while increasing by +2 in Haynesville (LA).


NGL MARKET RECAP | October 21, 2015

October 21, 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 | October 21, 2015

October 21, 2015

U.S. crude oil inventories rose by +8028k bbl in the week ended October 16, while Cushing stocks fell by -78k bbl. Distillate inventories decreased by -2622k bbl and gasoline inventories declined by -1518k 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 +8.0.....


CFTC COT | October 19, 2015

Commitments of Traders Report – October 19, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 13. 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, natural gas and WTI , but decreased in gasoline, gasoil and heating oil during the reference week. Non-commercials net length in natural gas increased by +2.3k to -71.8k in futures and grew by +1.1.....


OIL PRICE MONITOR | October 16, 2015

October 16, 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 | October 16, 2015

October 16, 2015

Baker Hughes shows 787 active rigs as of October 16, 2015, lower by -8 from the previous week. Oil rigs decreased by -11 to 595 (ht: -6; vt-dir: -5) while gas-directed rigs increased by +3 to 192 (ht: -1; vt-dir: +4). Horizontal oil rigs decreased by -3 in Permian (NM) and by -2 in Eagle Ford (TX), while increasing by +2 in Anadarko (TX). Gas-directed horizontal rigs decreased by -1 in Eagle Ford (TX) and increased by +1 in Haynesville (LA).


NGL MARKET RECAP | October 15, 2015

October 15, 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 | October 15, 2015

October 15, 2015

U.S. crude oil inventories increased by +7562k bbl in the week ended October 09, while Cushing stocks grew by +1125k bbl. Distillate inventories declined by -1520k bbl and gasoline inventories fell by -2618k 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 .....