NORTH AMERICAN RIG WATCH | February 17, 2012

Schlumberger (Smith) Rigs

STATS shows 1,849 active rigs as of February 17, 2012, up +6 rigs from a week ago. Oil rigs went up by +45 (ht: +25, vt-dir: +20) and total gas rigs fell by -39 (ht: -25, vt-dir: -14). Anadarko (OK) and Permian (TX) each gained 5 horizontal oil rigs and Monterey (CA) gained 7 vertical/directional oil rigs. Marcellus (WV) lost 7 horizontal gas rigs and Haynesville (LA) lost another 4 horizontal gas rigs. Marcellus ( SWPA ) also lost 4 vertical/directional gas rigs.


DOE CRUDE STATS | February 15, 2012

February 15, 2012

U.S. crude oil inventories decreased by -171k bbl in the week ending February 10, while Cushing stocks built +1,990k bbl. Distillate inventories declined by -2,867k bbl and gasoline inventories rose by +400k bbl.


OIL PRICE MONITOR | February 10, 2012

February 10, 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, and weekly DOE EIA data.


CFTC COT | February 10, 2012

Commitment of Traders Report - February 10, 2012

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 7. 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 during the week ended February 7. Non-commercial net length in WTI is now -3k below the level seen during the.....


NORTH AMERICAN RIG WATCH | February 10, 2012

Schlumberger (Smith) Rigs

STATS shows 1,843 active rigs as of February 10, 2012, up +3 rigs from a week ago. Oil rigs went up by +26 (ht: +23, vt-dir: +3) and total gas rigs fell by -23 (ht: -12, vt-dir: -11). Eagle Ford horizontal gas rigs fell by -4 and horizontal oil rigs went up by +3 likely due to reclassification. Horizontal oil rigs in the Anadarko play went up by +12 as horizontal gas rigs in the Granite Wash play fell by -9. The Texas Permian play also saw an increase of +5 vertical/directional oil rigs, whi.....


DOE CRUDE STATS | February 08, 2012

February 8, 2012

U.S. crude oil inventories increased by +304k bbl in the week ending February 3, while Cushing stocks built +367k bbl. Distillate inventories grew by +1,174k bbl and gasoline inventories rose by +1,629k bbl.


CFTC COT | February 03, 2012

Commitment of Traders Report - February 3, 2012

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 31. 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-commercial net length increased in WTI (for the sixth week in a row) and gasoline, and was flat in heating oil during the week ended January 31. Non-commercial net length.....


OIL PRICE MONITOR | February 03, 2012

February 3, 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, and weekly DOE EIA data.


NORTH AMERICAN RIG WATCH | February 03, 2012

Schlumberger (Smith) Rigs

STATS shows 1,840 active rigs as of February 3, 2012, up +16 rigs from a week ago. Oil rigs went up by +30 (ht: +25, vt-dir: +5) and total gas rigs fell by -14 (ht: -7, vt-dir: -7).


DOE CRUDE STATS | February 01, 2012

February 1, 2012

U.S. crude oil inventories increased by +4,175k bbl in the week ending January 27, while Cushing stocks built +1,476k bbl. Distillate inventories declined by -135k bbl and gasoline inventories rose by +3,017k bbl.