CFTC COT | June 06, 2016

Commitments of Traders Report – June 06, 2016

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 31. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in Brent, natural gas and WTI , but decreased in gasoline, gasoil and heating oil during the reference week. Non-commercials net length in natural gas grew by +7.1k to +47.0k in futures and rose by +13.5k to +44.....


CRUDE LOADINGS REPORT | June 03, 2016

June 3, 2016

July North Sea loadings jump to 2 mb/d, highest level this year. WAF loadings remain near June lows of ~3.9 mb/d, whereas downside risks remain due to potential Nigerian loading disruptions. Iraqi flows increase to a four-month high while Russian crude loadings drop slightly in June.


NORTH AMERICAN RIG WATCH | June 03, 2016

June 3, 2016

Baker Hughes shows 407 active rigs as of June 3, 2016, higher by +4 from the previous week. Oil rigs increased by +9 to 325 (ht: +8; vt-dir: +1), while gas-directed rigs decreased by -5 to 82 (ht: -3; vt-dir: -2). Horizontal oil rigs increased by +3 in Permian (TX) and by +2 in Permian (NM) and areas not associated with any major play in Alaska and Texas. Horizontal oil rigs decreased by -3 in Anadarko (OK). Horizontal gas rigs decreased by -1 in Marcellus ( NEPA ) and Marcellus ( SWPA ), while.....


DOE CRUDE STATS | June 02, 2016

DOE Report: June 02, 2016

U.S. crude oil inventories fell by -1366k bbl in the week ended May 27, while Cushing stocks decreased by -704k bbl. Distillate inventories declined by -1255k bbl and gasoline inventories fell by -1492k bbl. 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 ). Major data points: Crude oil inventories : Decreased by -1.....


NGL MARKET RECAP | June 02, 2016

June 2, 2016

Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices, ratios and fractionation spreads.


CFTC COT | May 30, 2016

Commitments of Traders Report – May 30, 2016

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 24. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoil, heating oil and WTI , but decreased in Brent, gasoline and natural gas during the reference week. Non-commercials net length in natural gas decreased by -28.2k to +39.9k in futures and fell by -26.9k .....


NORTH AMERICAN RIG WATCH | May 27, 2016

May 27, 2016

Baker Hughes shows 403 active rigs as of May 27, 2016, unchanged from the previous week. Oil rigs decreased by -2 to 316 (ht: unch; vt-dir: -2), while gas-directed rigs increased by +2 to 87 (ht: unch; vt-dir: +2). Horizontal oil rigs increased by +1 in Anadarko (OK) and Eagle Ford (TX), while declining by -1 in Anadarko (TX), Bakken (ND) and Permian (TX). Horizontal gas rigs increased by +1 in Haynesville (LA) and Marcellus ( NEPA ), while declining by -1 in Eagle Ford (TX).


NGL MARKET RECAP | May 25, 2016

May 25, 2016

Attached is this week’s NGL Market Recap, which provides an overview of U.S. propane statistics as well as global LPG prices, ratios and fractionation spreads.


DOE CRUDE STATS | May 25, 2016

DOE Report: May 25, 2016

U.S. crude oil inventories fell by -4226k bbl in the week ended May 20, while Cushing stocks decreased by -649k bbl. Distillate inventories declined by -1284k bbl and gasoline inventories increased by +2043k bbl. 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 ). Major data points: Crude oil inventories : Fell by -4.....


CFTC COT | May 23, 2016

Commitments of Traders Report – May 23, 2016

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 17. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in Brent, gasoil, heating oil and WTI , but decreased in gasoline and natural gas during the reference week. Non-commercials net length in natural gas fell by -8.1k to +68.1k in futures and declined by -9.1k to .....