NGL MARKET RECAP | September 30, 2015

September 30, 2015

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 | September 30, 2015

September 30, 2015

U.S. crude oil inventories rose by +3955k bbl in the week ended September 25, while Cushing stocks decreased by -1068k bbl. Distillate inventories fell by -267k bbl and gasoline inventories increased by +3254k 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 : Rose by .....


CFTC COT | September 28, 2015

Commitments of Traders Report – September 28, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 22. 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, gasoline and WTI , but decreased in natural gas, gasoil and heating oil during the reference week. Non-commercials net length in natural gas fell by -35.3k to -20.7k in futures and decreased by -.....


OIL PRICE MONITOR | September 25, 2015

September 25, 2015

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 freight rates.


NORTH AMERICAN RIG WATCH | September 25, 2015

September 25, 2015

Baker Hughes shows 838 active rigs as of September 25, 2015, lower by -4 from the previous week. Oil rigs decreased by -3 to 641 (ht: -8; vt-dir: +5) while gas-directed rigs decreased by -1 to 197 (ht: -3; vt-dir: +2). Horizontal oil rigs decreased by -3 in Eagle Ford (TX) and by -2 in Anadarko (OK). Gas-directed horizontal rigs decreased by -2 to 14 rigs in Haynesville (LA).


NGL MARKET RECAP | September 23, 2015

September 23, 2015

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 | September 23, 2015

September 23, 2015

U.S. crude oil inventories declined by -1925k bbl in the week ended September 18, while Cushing stocks decreased by -462k bbl. Distillate inventories fell by -2088k bbl and gasoline inventories increased by +1369k 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 : Decl.....


CFTC COT | September 21, 2015

Commitments of Traders Report – September 21, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended September 15. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline, heating oil and gasoil. Non-commercials increased net length in gasoline, natural gas and WTI , but decreased in Brent, gasoil and heating oil during the reference week. Non-commercials net length in natural gas rose by +24.0k to +14.6k in futures and increased by +.....


OIL PRICE MONITOR | September 18, 2015

September 18, 2015

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 freight rates.


NORTH AMERICAN RIG WATCH | September 18, 2015

September 18, 2015

Baker Hughes shows 842 active rigs as of September 18, 2015, lower by -6 from the previous week. Oil rigs decreased by -8 to 644 (ht: -9; vt-dir: +1) while gas-directed rigs increased by +2 to 198 (ht: +1; vt-dir: +1). Horizontal oil rigs decreased by -3 in Anadarko (TX) and Bakken (ND) and by -2 in Eagle Ford (TX). Gas-directed horizontal rigs increased by +2 to 7 rigs in Woodford (Arkoma).