CFTC COT | September 09, 2011

Commitment of Traders Report - September 9, 2011

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 6. 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. The petroleum complex was mixed during the week ended September 6 with a slight decline in non-commercial net length in WTI and mild increases in non-commercial net length i.....


OIL PRICE MONITOR | September 09, 2011

September 09, 2011

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.


DOE CRUDE STATS | September 08, 2011

September 08, 2011

September 8, 2011 Perhaps the most vivid illustration of Hurricane Irene’s impact on the U.S. crude oil activity is the 420 kb/d drop in crude refinery runs in PADD I during the reference week, the single largest one-week decline ever recorded in the district. In hindsight, last week’s 589 kb/d jump in crude imports along the East Coast can be interpreted as likely precautionary offloading before Irene struck, so this week’s 769 kb/d drop was largely a drop-back after the prior week’s high. .....


CFTC COT | September 02, 2011

Commitment of Traders Report - September 2, 2011

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 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. WTI data for the week ended August 30 show increased length in the market. Non-commercials extended net length by 17.5k to 219.5k in futures, and by 21.6k to 270.3k in futures .....


OIL PRICE MONITOR | September 02, 2011

September 02, 2011

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 | September 02, 2011

Schlumberger (Smith) STATS

STATS shows 1,792 active rigs as of September 1, 2011, up +6 rigs from a week ago. Oil rigs were down by -3 (ht: -5, vt-dir: +2), and gas rigs were up by +9 (ht: +8, vt-dir: +1).


DOE CRUDE STATS | August 31, 2011

August 31, 2011

August 31, 2011 The release of additional volumes of SPR crude, a drop in crude refinery runs, and a jump in crude imports drove a +5.3m bbl build in U.S. commercial crude stocks on the week. Crude stocks in Cushing drew for the fifth straight week, down -0.58m bbl to 33.1m bbl, the lowest reading since November 2010. Low crude imports in PADD III , which are running at the lowest levels since 1993 (4wk avg), have been a major factor behind the low U.S. import readings. Gulf Coast crude i.....


CFTC COT | August 26, 2011

Commitment of Traders Report - August 26, 2011

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 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. The petroleum complex experienced relatively modest declines this week despite the sell-off in the markets on August 18. Non-commercials reduced net length by 2.4k to 202.0k in .....


OIL PRICE MONITOR | August 26, 2011

August 26, 2011

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 | August 26, 2011

Schlumberger (Smith) STATS

STATS shows 1,786 active rigs as of August 26, 2011, unchanged from a week ago. Oil rigs were down by -12, (ht: -12, vt-dir: 0), and gas rigs were up by +12 (ht: +14, vt-dir: -2). Statistical summary is attached.