NORTH AMERICAN RIG WATCH
| September 13, 2013
September 13, 2013
Baker Hughes shows 1,762 active rigs as of September 13, 2013, higher by +3 from the previous week. Oil rigs decreased by -4 to 1,361 (ht: -2; vt-dir: -2) while gas-directed rigs increased by +7 to 401 (ht: +3; vt-dir: +4). Horizontal oil rigs increased by +6 in the Eagle Ford (TX) to 168 and by +4 in the Permian (TX) to 120, but fell by -3 to 85 in the Anadarko (OK). Gas-directed horizontal rigs increased by +2 in the Marcellus ( NEPA ) and the Eagle Ford (TX) to 21 and 23, respectively.
DOE CRUDE STATS
| September 11, 2013
September 11, 2013
U.S. crude oil inventories fell by -219k bbl in the week ended September 06, while Cushing stocks decreased by -639k bbl. Distillate inventories rose by +2586k bbl and gasoline inventories increased by +1658k 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 -0......
CFTC COT
| September 09, 2013
Commitments of Traders Report - September 9, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 3, 2013. We provide all Legacy and Disaggregated trader positions for WTI , Brent, natural gas, gasoline, and heating oil. Non-commercials increased net length in gasoline, heating oil and natural gas, and decreased in WTI and Brent during the reference week. Non-commercials increased net length in natural gas by +7.7 to +242.1k in futures and by +11.0 to +302.5k in fu.....
OIL PRICE MONITOR
| September 06, 2013
September 6, 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
| September 06, 2013
September 6, 2013
Baker Hughes shows 1,759 active rigs as of September 6, 2013, lower by -9 from the previous week. Oil rigs decreased by -23 to 1,365 (ht: -13; vt-dir: -10) while gas-directed rigs increased by +14 to 394 (ht: +10; vt-dir: +4). Horizontal oil rigs fell by -4 in the Permian (NM) to 50 and by -3 in the Anadarko (TX) to 38. Gas-directed horizontal rigs posted modest increases across numerous basins, with the only decrease in the Marcellus ( SWPA ), where rigs declined by -2 to 19.
DOE CRUDE STATS
| September 05, 2013
September 5, 2013
U.S. crude oil inventories decreased by -1836k bbl in the week ended August 30, while Cushing stocks fell by -1829k bbl. Distillate inventories rose by +549k bbl and gasoline inventories fell by -1827k 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 : Decreased by -1.84.....
CFTC COT
| September 03, 2013
EXPANDED: Commitments of Traders Report - September 2, 2013
Please find attached our expanded weekly Commitments of Traders ( COT ) report, which contains additional trader positions, tables, charts and analysis. We have decided to expand our CFTC report to include the disaggregated data published by the CFTC . The Disaggregated COT report separates the commercial category into Producer/Merchant/Processor/User ( PMPU ) and swap dealers (Figure 1). Additionally, the non-commercial category is separated into managed money and other reportables. Full.....
CFTC COT
| August 30, 2013
Commitment of Traders Report - August 30, 2013
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 27, 2013. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. Non-commercials increased net length in WTI , gasoline, heating oil and natural gas during the reference week. Non-commercials’ net length in WTI grew by +9.1k to 457.6.....
OIL PRICE MONITOR
| August 30, 2013
August 30, 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
| August 30, 2013
August 30, 2013
Baker Hughes shows 1,768 active rigs as of August 30, 2013, lower by -1 from the previous week. Oil rigs increased by +6 to 1,388 (ht: +10; vt-dir: -4) while gas-directed rigs fell by -7 to 380 (ht: -8; vt-dir: +1). Horizontal oil rigs increased by +3 in both the Anadarko (TX) and the Eagle Ford (TX) to 41 and 161, respectively. Gas-directed horizontal rigs decreased by -9 to 6 in the Granite Wash (TX) after a jump of +6 last week. At the same time, oil-directed rigs in the Granite Wash (TX) foo.....