DOE CRUDE STATS | November 06, 2013

November 6, 2013

U.S. crude oil inventories increased by +1577k bbl in the week ended November 01, while Cushing stocks grew by +991k bbl. Distillate inventories declined by -4899k bbl and gasoline inventories decreased by -3755k 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.....


CFTC COT | November 01, 2013

*Expanded Coverage* of the Commitments of Traders Report – November 1, 2013

Please find attached a new report that compliments the Commitments of Traders publication which charts the net positions of the largest traders over open interest for futures and options contracts. The charts provide greater depth and visibility of large trader positions for individual contracts. Today, the CFTC published its fourth Commitments of Traders ( COT ) report since the U.S. government shutdown. It includes data for reported date of October 22, and was originally scheduled to be p.....


OIL PRICE MONITOR | November 01, 2013

November 1, 2013

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 crude loadings. Please note that Bloomberg temporarily suspended publishing pricing information for the items below. We will update our Oil Price Monitor as data becomes available again. Crude benchmarks: Urals Mediterranean Bonny Light Refined products: Si.....


NORTH AMERICAN RIG WATCH | November 01, 2013

November 1, 2013

Baker Hughes shows 1,736 active rigs as of November 1, 2013, higher by +3 from the previous week. Oil rigs increased by +19 to 1,376 (ht: +14; vt-dir: +5) while gas-directed rigs decreased by -16 to 360 (ht: -10; vt-dir: -6). Horizontal oil rigs increased by +6 to 60 in areas of Texas not currently identified with an established resource play, and increased by +3 to 89 in the Anadarko (OK) and by +4 to 134 in the Permian (TX). Gas-directed horizontal rigs fell by -4 to 6 in the Granite Wash (TX).....


CFTC COT | October 30, 2013

Commitments of Traders Report - October 30, 2013

Today, the CFTC published its third Commitments of Traders ( COT ) report since the U.S. government shutdown. It includes data for reported date of October 15, and was originally scheduled to be published on October 18. As ICE data was published without interruption, today’s report includes all activity through October 15. The CFTC announced the following schedule for delayed reports as they become available: - October 22 and October 29 dated reports will be published week of November .....


NGL MARKET RECAP | October 30, 2013

October 30, 2013

In Focus: Northeast Processing and Blending update With MarkWest’s 320 mmcf/d Mobley plant in Wetzel County, Ohio, back in service this month after an outage in August, additional processing capacity in the region will come online by the end of the year, presenting producers with challenges and opportunities to meet residue pipeline specifications while maximizing gas and NGL output. The first 200 mmcf/d train at MarkWest’s Seneca facility in Noble County, Ohio, is just about one week away.....


DOE CRUDE STATS | October 30, 2013

October 30, 2013

U.S. crude oil inventories rose by +4087k bbl in the week ended October 25, while Cushing stocks grew by +2178k bbl. Distillate inventories decreased by -3058k bbl and gasoline inventories fell 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 : Rose by +4.09m b.....


CFTC COT | October 28, 2013

Commitments of Traders Report - October 28, 2013

Today, the CFTC published its second Commitments of Traders ( COT ) report since the U.S. government shutdown. It includes data for reported date of October 8, and was originally scheduled to be published on October 11. As ICE data was published without interruption, today’s report includes all activity through October 8. The CFTC announced the following schedule for delayed reports as they become available: - October 14 dated reports will be published the week of October 28 - October .....


CFTC COT | October 25, 2013

Commitments of Traders Report - October 25, 2013

Today, the CFTC published its first Commitments of Traders ( COT ) report since the U.S. government shutdown. It includes data for reported date of October 1, and was originally scheduled to be published on October 4. As ICE data was published without interruption, today’s report includes all activity through October 1. The CFTC also announced the following schedule for delayed reports as they become available: - October 7 and October 14 dated reports will be published the week of Octo.....


OIL PRICE MONITOR | October 25, 2013

October 25, 2013

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 crude loadings. Please note that Bloomberg temporarily suspended publishing pricing information for the items below. We will update our Oil Price Monitor as data becomes available again. Crude benchmarks: Urals Mediterranean Bonny Light Refined products: Si.....