NORTH AMERICAN RIG WATCH | October 26, 2012

Baker Hughes

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. Baker Hughes shows 1,824 active rigs as of October 26, 2012, down -13 from a week ago. Oil rigs decreased by -2 (ht: +3, vt-dir: -5) and total gas rigs decreased by -11 (ht: -12., vt-dir: +1). Horizontal oil rigs in the Anadarko basin across three states (TX, OK, KS) increased by a total of +5 this week, with.....

DOE CRUDE STATS | October 24, 2012

October 24, 2012

U.S. crude oil inventories rose by +5,896k bbl in the week ended October 19, while Cushing stocks increased by +40k bbl. Distillate inventories decreased by -646k bbl and gasoline inventories gained +1,439k 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 20, 2012

Commitment of Traders Report - October 19, 2012

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 16. 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 16 after last week’s gain. Non-commercials decreased WTI net length by -11.0k to 258.1k in futures, .....

OIL PRICE MONITOR | October 19, 2012

October 19, 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 19, 2012

Baker Hughes

Baker Hughes shows 1,837 active rigs as of October 19, 2012, up +4 from a week ago. Oil rigs decreased by -1 (ht: +6, vt-dir: -7) and total gas rigs increased by +5 (ht: -3., vt-dir: +8). Horizontal oil rigs increased by +3 in Permian (TX). Vertical/Directional oil rigs increased by+2 in Bakken (ND) and decreased by -7 in “other” region. Horizontal gas rigs decreased by -4 in Eagle Ford (TX). Vertical/Directional gas rigs increased by +6 in “Other” region.

NORTH AMERICAN RIG WATCH | October 19, 2012

Schlumberger (Smith) STATS

STATS shows 1,784 active rigs as of October 19, 2012, down -7 rigs from a week ago. Oil rigs decreased by -18 (ht: -28, vt-dir: +10.) and total gas rigs increased by +9 (ht: +14, vt-dir: -5). Horizontal oil rigs decreased by -13 in Eagle Ford (TX) and -10 in “Other” region. Vertical/Directional oil rigs increased by +12 in “Other” region to 245, the highest in history. Horizontal gas rigs increased by +17 in Eagle Ford (TX) to 48 and +2 in Haynesville (TX) to 20.

DOE CRUDE STATS | October 17, 2012

October 17, 2012

U.S. crude oil inventories rose by +2,860k bbl in the week ended October 12, while Cushing stocks decreased by -140k bbl. Distillate inventories decreased by -2,218k bbl and gasoline inventories gained +1,720k 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 12, 2012

Commitment of Traders Report - October 12, 2012

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 9. 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 in WTI during the week ended October 9 after reducing net length during the previous two weeks. Non-commercial net length rose by +15.2k to.....

OIL PRICE MONITOR | October 12, 2012

October 12, 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 12, 2012

Baker Hughes

Baker Hughes shows 1,833 active rigs as of October 12, 2012, down -2 from a week ago. Oil rigs increased by +13 (ht: +3, vt-dir: +10) and total gas rigs decreased by -15 (ht: -23., vt-dir: +8). Horizontal oil rigs decreased by -3 in Anadarko (OK). Vertical/directional oil rigs decreased by -5 in Permian (TX). Horizontal gas rigs decreased by -2 in Eagle Ford (TX) while vertical/directional rigs increased by +3 in Marcellus ( SWPA ). For oil rigs in “Other” region, horizontal rigs increased by.....