NORTH AMERICAN RIG WATCH
| May 20, 2016
May 20, 2016
Baker Hughes shows 403 active rigs as of May 20, 2016, lower by -2 from the previous week. Oil rigs were unchanged at 318 (ht: +1; vt-dir: -1), while gas-directed rigs decreased by -2 to 85 (ht: -2; vt-dir: unch). Horizontal oil rigs increased by +4 in Anadarko (OK) and by +3 in Permian (TX), while declining by -2 in Anadarko (TX). Horizontal gas rigs declined by -1 in Eagle Ford (TX) and Granite Wash (OK), while increasing by +1 in Haynesville (LA).
DOE CRUDE STATS
| May 18, 2016
DOE Report: May 18, 2016
U.S. crude oil inventories grew by +1310k bbl in the week ended May 13, while Cushing stocks rose by +461k bbl. Distillate inventories decreased by -3170k bbl and gasoline inventories declined by -2496k 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 : Grew by +1.31m .....
NGL MARKET RECAP
| May 18, 2016
May 18, 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 16, 2016
Commitments of Traders Report – May 16, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 10. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in natural gas and heating oil , but decreased in Brent, gasoline, gasoil and WTI during the reference week. Non-commercials net length in natural gas rose by +11.9k to +76.2k in futures and grew by +10.4k to +6.....
NORTH AMERICAN RIG WATCH
| May 13, 2016
May 13, 2016
Baker Hughes shows 405 active rigs as of May 13, 2016, lower by -9 from the previous week. Oil rigs decreased by -10 to 318 (ht: -5; vt-dir: -5), while gas-directed rigs increased by +1 to 87 (ht: +2; vt-dir: -1). Horizontal oil rigs decreased by -3 in Permian (TX) and by -2 in Anadarko (OK). A horizontal gas rig has returned to Colorado after six months of no activity in the state, but there were no changes in any of the majors plays that we track.
CRUDE LOADINGS REPORT
| May 11, 2016
May 11, 2016
June Crude loading programs in key regions are expected to recover from their May lows, with downside potential in WAF driven by unrest in Nigeria. Month-on-month North Sea and WAF loadings are up by +48 kb/d and +19 kb/d, respectively. Iraqi Basrah loadings are anticipated to jump to 3.47 mb/d, up by +387 kb/d MoM and +369 kb/d YoY while ESPO will drop by -106 kb/d MoM due to pipeline maintenance.
NGL MARKET RECAP
| May 11, 2016
May 11, 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 11, 2016
DOE Report: May 11, 2016
U.S. crude oil inventories declined by -3410k bbl in the week ended May 06, while Cushing stocks increased by +1520k bbl. Distillate inventories fell by -1647k bbl and gasoline inventories declined by -1231k 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 .....
CFTC COT
| May 09, 2016
Commitments of Traders Report – May 09, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 03. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in heating oil , but decreased in Brent, gasoline, natural gas, gasoil and WTI during the reference week. Non-commercials net length in natural gas decreased by -17.7k to +64.3k in futures and fell by -11.4k to .....
NORTH AMERICAN RIG WATCH
| May 06, 2016
May 6, 2016
Baker Hughes shows 414 active rigs as of May 6, 2016, lower by -5 from the previous week. Oil rigs decreased by -4 to 328 (ht: -6; vt-dir: +2), while gas-directed rigs decreased by -1 to 86 (ht: unch; vt-dir: -1). Horizontal oil rigs decreased by -3 in Eagle Ford (TX), while increasing by +3 in Permian (TX). Horizontal gas rigs increased by +1 in Haynesville (TX).