CFTC COT
| August 03, 2015
Commitments of Traders Report – July 31, 2015
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 28. 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, heating oil and WTI , but decreased in gasoline , and unchanged in Brent and Brent during the reference week. Non-commercials net length in natural gas rose by +22.5k to +20.7k in futures and in.....
OIL PRICE MONITOR
| July 31, 2015
July 31, 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
| July 31, 2015
July 31, 2015
Baker Hughes shows 873 active rigs as of July 31, 2015, lower by -2 from the previous week. Oil rigs increased by +5 to 664 (ht: +4; vt-dir: +1) while gas-directed rigs decreased by -7 to 209 (ht: -2; vt-dir: -5). Horizontal oil rigs increased by +2 in Permian (NM) and by +1 in Permian (TX). Gas-directed horizontal rigs decreased by -2 in Marcellus ( SWPA ) and Eagle Ford (TX).
NGL MARKET RECAP
| July 29, 2015
July 29, 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
| July 29, 2015
July 29, 2015
U.S. crude oil inventories decreased by -4203k bbl in the week ended July 24, while Cushing stocks fell by -212k bbl. Distillate inventories rose by +2588k bbl and gasoline inventories decreased by -363k 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 -4.2m .....
CFTC COT
| July 27, 2015
Commitments of Traders Report – July 27, 2015
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 21. 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, natural gas and heating oil , but decreased in Brent, gasoil and WTI during the reference week. Non-commercials net length in natural gas increased by +14.5k to -1.9k in futures and rose by +25.0k .....
OIL PRICE MONITOR
| July 24, 2015
July 24, 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
| July 24, 2015
July 24, 2015
Baker Hughes shows 875 active rigs as of July 24, 2015, higher by +19 from the previous week. Oil rigs increased by +21 to 659 (ht: +10; vt-dir: +11) while gas-directed rigs decreased by -2 to 216 (ht: +4; vt-dir: -2). Horizontal oil rigs increased by +3 in Eagle Ford (TX) and by +2 in Anadarko (OK), Anadarko (TX) and Permian (NM). Vertical/Directional oil rigs increased by +5 in areas of LA not associated with any specific play and by +5 in TX. Gas-directed horizontal rigs increased by +2 to 14.....
NGL MARKET RECAP
| July 22, 2015
July 22, 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
| July 22, 2015
July 22, 2015
U.S. crude oil inventories rose by +2468k bbl in the week ended July 17, while Cushing stocks increased by +813k bbl. Distillate inventories grew by +235k bbl and gasoline inventories declined by -1725k 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.....