CFTC COT
| May 11, 2015
Commitments of Traders Report – May 11, 2015
NOTE : We are now including gasoil futures and options positioning to provide insight into European product markets as well as interest in Brent/gasoil cracks. Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 05. 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, gasoil, heating oil and W.....
OIL PRICE MONITOR
| May 08, 2015
May 08, 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
| May 08, 2015
May 08, 2015
Baker Hughes shows 889 active rigs as of May 08, 2015, lower by -12 from the previous week. Oil rigs decreased by -11 to 668 (ht: -8; vt-dir: -3) while gas-directed rigs decreased by -1 to 221 (ht: +1; vt-dir: -2). Horizontal oil rigs decreased by -4 to 79 in the Eagle Ford (TX) while the number of vertical/directional oil rigs remained unchanged at 48 in the Permian (TX). Gas-directed horizontal rigs increased by +1 to 31 in Marcellus ( SWPA ).
NGL MARKET RECAP
| May 06, 2015
May 06, 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
| May 06, 2015
DOE Report: May 06, 2015
U.S. crude oil inventories fell by -3882k bbl in the week ended May 01, while Cushing stocks decreased by -12k bbl. Distillate inventories rose by +1503k bbl and gasoline inventories increased by +401k 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 -3.88m b.....
CFTC COT
| May 04, 2015
Commitments of Traders Report – May 04, 2015
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended April 28. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials increased net length in heating oil, Brent and gasoline , but decreased in natural gas and WTI during the reference week. Non-commercials net length in natural gas declined by -28.3k to -88.1k in futures and decreased by -31.1k to -50.4k .....
OIL PRICE MONITOR
| May 01, 2015
May 01, 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
| May 01, 2015
May 01, 2015
Baker Hughes shows 901 active rigs as of May 01, 2015, lower by -27 from the previous week. Oil rigs decreased by -24 to 679 (ht: -11; vt-dir: -13) while gas-directed rigs decreased by -3 to 222 (ht: -10; vt-dir: +7). Horizontal oil rigs decreased by -7 to 83 in the Eagle Ford (TX) and vertical/directional oil rigs decreased by -6 to 48 in the Permian (TX). Gas-directed horizontal rigs decreased by -2 to 14 in Haynesville (LA).
NGL MARKET RECAP
| April 29, 2015
April 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
| April 29, 2015
April 29, 2015
U.S. crude oil inventories grew by +1910k bbl in the week ended April 24, while Cushing stocks decreased by -514k bbl. Distillate inventories declined by -66k bbl and gasoline inventories grew by +1713k 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 +1.....