CFTC COT | December 27, 2010

December 27, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending December 21. 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 rose slightly across the petroleum complex this week, reaching a record high in WTI (since the CFTC started releasing disaggregated data in Janu.....


DOE CRUDE STATS | December 22, 2010

December 22, 2010

DOE CRUDE STATS   12/17/10 12/10/10 w.o.w. Bloomberg Median US crude inventories 340.7 346 (5.33) (3.40) Cushing crude inventories 36.4 35.9 0.48   US gasoline inventories 217.2 214.8 2.4 1.50 US distillate inventories 160.7 161.3 (0.6) 0.00 US refinery input 14,926 14,974 (48)   US crude imports 8,741 7,690 1051   Please see attached PDF file for detailed stats and charts. There will be no commentary today.


CFTC COT | December 17, 2010

December 17, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending December 14. 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 was flat in WTI , while it registered slight declines in gasoline and heating oil this week. In WTI , net longs were virtually unchanged at 231.3k.....


DOE CRUDE STATS | December 15, 2010

December 15, 2010

DOE CRUDE STATS   12/10/10 12/03/10 w.o.w. Bloomberg Median US crude inventories 346 355.9 (9.85) (2.50) Cushing crude inventories 35.9 34.9 0.98   US gasoline inventories 214.8 214 0.80 2.00 US distillate inventories 161.3 160.2 1.10 0.00 US refinery input 14,974 14,903 71   US crude imports 7,690 9,053 (1363)   Please see attached PDF file for detailed stats and charts. There will be no commentary today.


CFTC COT | December 10, 2010

December 10, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending December 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-commercial net length rose across the petroleum complex again this week, with sharp increases in WTI and heating oil. Non-commercial net length climbed to reach a record.....


DOE CRUDE STATS | December 08, 2010

Rapid response

DOE CRUDE STATS Rapid response Refiners demonstrated how readily they can respond to stronger margins. When the Jan NYMEX RBOB crack topped out at $10.92/bbl on Dec 2, it had risen 143% in a month. The crack jumped 57% during that week alone as the heat crack rose just 4%. Refiners took advantage of the opportunity, increasing runs by 789 kb/d to 14.9 mb/d, the highest point since mid-Sep, leading to big principal product inventory builds even though total commercial petroleum stocks.....


CFTC COT | December 03, 2010

December 03, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending November 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-commercial net length rose across the petroleum complex this week, with a sharper jump in WTI . In WTI , net longs increased by 21.2k to 196.4k in futures only and by 2.....


DOE CRUDE STATS | December 01, 2010

Refiner pullback

DOE CRUDE STATS Refiner pullback US apparent demand (product supplied) dropped 340 kb/d with apparent principal product demand down 420 kb/d on the week. Four-week average apparent demand is registering 440 kb/d yoy growth, but the only product classes exhibiting significant growth are distillate (+320 kb/d) and other oils (+650 kb/d). Even distillate marked a weak data point, with apparent demand down 140 kb/d this week to its lowest level since mid-August. Although inventories mostly.....


CFTC COT | November 29, 2010

November 29, 2010

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ending November 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-commercial net length in WTI and heating oil declined sharply this week while it was almost unchanged in gasoline. In WTI , net longs fell by 31.1k to 175.2k in future.....


DOE CRUDE STATS | November 24, 2010

PADD II imports coming back

DOE CRUDE STATS PADD II imports coming back Total US apparent demand (product supplied) was essentially unchanged on the week at 18.8 mb/d, but apparent gasoline demand fell 120 kb/d to 8.83 mb/d. Four-week average gasoline demand is a shade below 9 mb/d and roughly flat with year-ago levels. Apparent distillate demand was little changed on the week at 3.8 mb/d, but four-week average demand is running 430 kb/d above year-ago levels. Major data points: • Crude oil inventories: Buil.....