NORTH AMERICAN RIG WATCH
| October 12, 2012
Schlumberger (Smith) STATS
STATS shows 1,791 active rigs as of October 5, 2012, up +22 rigs from a week ago. Oil rigs increased by +31 (ht: +15, vt-dir: +16.) and total gas rigs decreased by -9 (ht: -12, vt-dir: +3). Horizontal oil rigs increased by +11 in “Other” region; eight of which came from Texas in areas outside the established shale plays. Vertical/directional oil rigs increased by +15 in Permian (TX). Horizontal gas rigs decreased by -8 in Eagle Ford (TX) to 31.
DOE CRUDE STATS
| October 11, 2012
October 11, 2012
U.S. crude oil inventories increased by +1,672k bbl in the week ended October 5, while Cushing stocks rose by +300k bbl. Distillate inventories decreased by -3,177k bbl and gasoline inventories fell by -534k 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 05, 2012
Commitment of Traders Report - October 5, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 2. 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 cut WTI net length (for the second consecutive week) during the week ended October 2 but at a milder pace. Non-commercial net length fell by -19.3k to 253.9k i.....
OIL PRICE MONITOR
| October 05, 2012
October 5, 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 05, 2012
Baker Hughes
Baker Hughes shows 1,835 active rigs as of October 5, 2012, down -10 from a week ago. Oil rigs decreased by -12 (ht: -16, vt-dir: +4) and total gas rigs increased by +2 (ht: +7., vt-dir: -5). Horizontal oil rigs went down by -6 in Eagle Ford (TX) and -3 in Bakken (ND). Vertical/directional oil rigs went down by -3 in Anadarko (OK). Horizontal gas rigs increased by +4 in Eagle Ford (TX). With the loss of -2 vertical/directional gas rigs in Granite Wash (TX), Baker Hughers data suggests that th.....
NORTH AMERICAN RIG WATCH
| October 05, 2012
Schlumberger (Smith) STATS
STATS shows 1,769 active rigs as of October 5, 2012, down -37 rigs from a week ago. Oil rigs decreased by -28 (ht: -9, vt-dir: -19.) and total gas rigs decreased by -9 (ht: -8, vt-dir: -1). Horizontal oil rigs increased by +9 in Eagle Ford (TX). Horizontal oil rig count decreased by -5 in Permian (TX) and in “Other” region each. Horizontal oil rig count in Eagle Ford (TX) is at 209, the highest in history and is the same as the historical high in Bakken (ND). Permian (TX) lost -16 Vertical/D.....
DOE CRUDE STATS
| October 03, 2012
October 3, 2012
U.S. crude oil inventories declined by -482k bbl in the week ended September 28, while Cushing stocks rose by +135k bbl. Distillate inventories decreased by -3,689k bbl and gasoline inventories gained +114k 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
| September 28, 2012
Commitment of Traders Report - September 28, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 25. 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 September 25. Non-commercial net length declined by -44.4k to 273.1k in futures and by -42.3k to 335.6k in f.....
OIL PRICE MONITOR
| September 28, 2012
September 28, 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
| September 28, 2012
Baker Hughes
Baker Hughes shows 1,845 active rigs as of September 28, 2012, down -11 from a week ago. Oil rigs increased by +8 (ht: +10, vt-dir: -2) and total gas rigs decreased by -19 (ht: -17., vt-dir: -2). Horizontal oil rigs went up by +7 in “Other” regions and +3 in Anadarko (TX), while going down by -2 in Anadarko (OK). Vertical/directional oil rigs went up by +4 in Permian (TX) and went down -4 in “Other” regions. Horizontal gas rigs went down -5 to 61 and -4 in 28 in Eagle Ford (TX) and Marcellus.....