NORTH AMERICAN RIG WATCH
| November 09, 2012
November 9, 2012
Starting this week, LCMC Research will publish a single rig report (US_RigWatch_combined_20121109.pdf). This report contains both STATS and Baker Hughes data, comparing and contrasting the activity posted by the two sources. Reports and data files generated in the old format will continue to be attached to this report. STATS shows 1,731 active rigs as of November 9, 2012, down -15 rigs from a week ago. Oil rigs decreased by -4 (ht: -8, vt-dir: +4.) and total gas rigs decreased by -11 (h.....
DOE CRUDE STATS
| November 07, 2012
November 7, 2012
U.S. crude oil inventories increased by +1,766k bbl in the week ended November 2, while Cushing stocks fell by -428k bbl. Distillate inventories rose by +131k bbl and gasoline inventories gained +2,875k 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). Ma.....
CFTC COT
| November 02, 2012
Commitment of Traders Report - November 2
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 30. 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 reduced net length in WTI during the week ended October 30, a third consecutive decline. Non-commercials decreased WTI net length by -14.9k to 226.9k in futu.....
OIL PRICE MONITOR
| November 02, 2012
November 2, 2012
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, crude loadings, and weekly DOE EIA data.
NORTH AMERICAN RIG WATCH
| November 02, 2012
Baker Hughes
Baker Hughes shows 1,797 active rigs as of November 2, 2012, down -27 from a week ago. Oil rigs decreased by -35 (ht: -8, vt-dir: -27) and total gas rigs increased by +8 (ht: +8., vt-dir: unch). Horizontal oil rigs decreased by -5 in Bakken (ND). Vertical/Directional oil rigs decreased by -6 in Permian (TX), -5 in Texas outside established shale plays and -4 in Permian (NM). Horizontal gas rigs decreased by -4 in Eagle Ford (TX) and -2 in Marcellus ( NEPA ). Horizontal gas rigs increased by.....
NORTH AMERICAN RIG WATCH
| November 02, 2012
Schlumberger (Smith) STATS
STATS shows 1,746 active rigs as of November 2, 2012, down -17 rigs from a week ago. Oil rigs decreased by -11 (ht: -8, vt-dir: -3.) and total gas rigs decreased by -6 (ht: +1, vt-dir: -7). Horizontal oil rigs decreased by -6 in Eagle Ford (TX), and by -4 in Oklahoma area outside of Anadarko. Horizontal oil rigs increased by +4 to 30 in Anadarko (TX). Vertical/Directional oil rigs decreased by -3 nationwide. Horizontal gas rigs increased by +3 to 51 in Eagle Ford (TX) and +2 to 26 in Marcel.....
DOE CRUDE STATS
| November 01, 2012
November 1, 2012
U.S. crude oil inventories declined by -2,045k bbl in the week ended October 26, while Cushing stocks decreased by -671k bbl. Distillate inventories decreased by -93k bbl and gasoline inventories gained +935k 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).....
CFTC COT
| October 26, 2012
Commitment of Traders Report - October 26
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 23. 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 reduced net length in WTI during the week ended October 23 for a second week in a row. Non-commercials decreased WTI net length by -16.3k to 241.8k in futu.....
OIL PRICE MONITOR
| October 26, 2012
October 26, 2012
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, crude loadings, and weekly DOE EIA data.
NORTH AMERICAN RIG WATCH
| October 26, 2012
Schlumberger (Smith) STATS
Irion County, TX has been moved from “Other – Texas” to “Permian (TX)” within oil rig groupings. Historical values in the attached .xlsx file have been updated to reflect that change. STATS shows 1,763 active rigs as of October 26, 2012, down -21 rigs from a week ago. Oil rigs decreased by -36 (ht: -26, vt-dir: -10.) and total gas rigs increased by +15 (ht: +13, vt-dir: +2). STATS horizontal gas drilling activity differs sharply from this week’s Baker Hughes data which indicated a decreas.....