CFTC COT
| July 20, 2015
Commitments of Traders Report – July 20, 2015
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 14. 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 and heating oil , but decreased in gasoil and WTI during the reference week. Non-commercials net length in natural gas grew by +11.0k to -16.4k in futures and rose by +9.3k to +5.....
OIL PRICE MONITOR
| July 17, 2015
July 17, 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 17, 2015
July 17, 2015
Baker Hughes shows 856 active rigs as of July 17, 2015, lower by -6 from the previous week. Oil rigs decreased by -7 to 638 (ht: -3; vt-dir: -4) while gas-directed rigs increased by +1 to 218 (ht: -1; vt-dir: +2). Horizontal oil rigs increased by +3 in Permian (TX) and Anadarko (OK), while decreasing by -6 in Eagle Ford (TX), -4 in areas of OK not associated with a specific play, and by -2 in Bakken (ND). Gas-directed horizontal rigs increased by +1 to 14 in Marcellus (WV), but decreased by -2 t.....
NGL MARKET RECAP
| July 15, 2015
July 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
| July 15, 2015
July 15, 2015
U.S. crude oil inventories fell by -4346k bbl in the week ended July 10, while Cushing stocks rose by +438k bbl. Distillate inventories increased by +3819k bbl and gasoline inventories grew by +58k 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 : Declined by -4.35m b.....
CFTC COT
| July 13, 2015
July 13, 2015
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 07. 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 , but decreased in gasoline, natural gas, gasoil, heating oil and WTI during the reference week. Non-commercials net length in natural gas declined by -4.3k to -27.4k in futures and decreased by -5.6k .....
OIL PRICE MONITOR
| July 10, 2015
July 10, 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 10, 2015
July 10, 2015
Baker Hughes shows 862 active rigs as of July 10, 2015, higher by +2 from the previous week. Oil rigs increased by +4 to 645 (ht: -2; vt-dir: +6) while gas-directed rigs decreased by -2 to 217 (ht: -1; vt-dir: -1). Horizontal oil rigs increased by +3 in Permian (NM) and by +2 in Anadarko (OK), while decreasing by -4 in Eagle Ford (TX) and by -3 in Bakken (ND). Gas-directed horizontal rigs decreased by -4 to 24 in Marcellus ( SWPA ).
NGL MARKET RECAP
| July 08, 2015
July 8, 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 08, 2015
July 08, 2015
U.S. crude oil inventories grew by +384k bbl in the week ended July 03, while Cushing stocks rose by +299k bbl. Distillate inventories increased by +1641k bbl and gasoline inventories grew by +1215k 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 +0.38m bbl .....