DOE CRUDE STATS | February 06, 2013

February 6, 2013

U.S. crude oil inventories grew by +2623k bbl in the week ended February 1, while Cushing stocks declined by -315k bbl. Distillate inventories fell by -1042k bbl and gasoline inventories increased by +1738k 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 +2.62.....

CFTC COT | February 01, 2013

Commitment of Traders Report - February 1, 2013

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 29. 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 expanded net length across the petroleum complex this week. WTI net length has increased by +86k over the last seven weeks. Non-commercials advanced net lengt.....

OIL PRICE MONITOR | February 01, 2013

February 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.

NORTH AMERICAN RIG WATCH | February 01, 2013

February 1, 2013

STATS shows 1,672 active rigs as of February 1, 2013, higher by +10 for the week. Oil rigs increased by +3 to 1,295 (ht: +10; vt-dir: -7) and gas rigs increased by +7 to 377 (ht: +3; vt-dir: +4). Horizontal oil rigs in the Anadarko (TX) and Permian (TX) Basins increased by +6 to 23 and 82, respectively, but the Eagle Ford (TX) posted a -7 decline for the week to 184. Meanwhile, gas-directed horizontal rigs decreased by -2 to 15 in the Haynesville (TX). Baker Hughes shows 1,760 active rigs as .....

DOE CRUDE STATS | January 30, 2013

January 30, 2013

U.S. crude oil inventories rose by +5,947k bbl in the week ended January 25, while Cushing stocks increased by +284k bbl. Distillate inventories decreased by -2,315k bbl and gasoline inventories drew -956k bbl. Please find attached this week’s detailed statistical report. 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). .....

OIL PRICE MONITOR | January 25, 2013

January 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

NORTH AMERICAN RIG WATCH | January 25, 2013

January 25, 2013

STATS shows 1,662 active rigs as of January 25, 2013, higher by +16 for the week. Oil rigs increased by +20 to 1,292 (ht: +12; vt-dir: +8) and gas rigs declined by -4 to 370 (ht: +4; vt-dir: -8). Horizontal oil rigs in Bakken (ND) rose by +3 to 186 and by +5 to 106 in the Anadarko (OK). Meanwhile, gas-directed horizontal rigs decreased by -3 to 33 in the Eagle Ford (TX) but increased by +3 in the Marcellus ( NEPA ) to 39. Baker Hughes shows 1,749 active rigs as of January 25, 2013, up by +4 f.....

CFTC COT | January 25, 2013

Commitment of Traders Report - January 25, 2013

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 22. 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 WTI length for the sixth consecutive week to take it to the highest level since September 18 last year when the price of WTI was $95.29. Non-comme.....

DOE CRUDE STATS | January 25, 2013

January 24, 2013

U.S. crude oil inventories increased by +2,813k bbl in the week ended January 18, while Cushing stocks decreased by -471k bbl. Distillate inventories rose by +508k bbl and gasoline inventories decreased by -1,738k bbl. Please find attached this week’s detailed statistical report. 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.....

CFTC COT | January 18, 2013

Commitment of Traders Report - January 18, 2013

As we noted last week, the annual rebalancing of the S&P GSCI and Dow Jones- UBS Commodity indexes occurred from January 8 to 14. The rebalancing is reflected in last week’s (January 11) and today’s report. Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 15. 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 , natura.....