OIL PRICE MONITOR | April 06, 2015

April 6, 2015

Attached is last 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.


CFTC COT | April 06, 2015

Commitments of Traders Report – April 06, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 31. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials increased net length in heating oil, Brent, gasoline and WTI , but decreased in natural gas during the reference week. Non-commercials net length in natural gas fell by -11.6k to -17.1k in futures and declined by -26.9k to +15.0k in futur.....


NORTH AMERICAN RIG WATCH | April 02, 2015

April 2, 2015

Baker Hughes shows 1,024 active rigs as of April 2, 2015, lower by -22 from the previous week. Oil rigs decreased by -11 to 802 (ht: -5; vt-dir: -6) while gas-directed rigs decreased by -11 to 222 (ht: -8; vt-dir: -3). Horizontal oil rigs decreased by -5 to 90 in Bakken (ND) and vertical/directional oil rigs decreased by -2 to 68 in the Permian (TX). Gas-directed horizontal rigs decreased by -1 to 30 in Marcellus ( SWPA ).


NGL MARKET RECAP | April 01, 2015

April 1, 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 | April 01, 2015

DOE Report: April 01, 2015

U.S. crude oil inventories increased by +4766k bbl in the week ended March 27, while Cushing stocks rose by +2629k bbl. Distillate inventories grew by +1325k bbl and gasoline inventories decreased by -4258k 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 +4......


CFTC COT | March 30, 2015

March 30, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended March 24. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials increased net length in Brent , but decreased in natural gas, heating oil, gasoline and WTI during the reference week. Non-commercials net length in natural gas declined by -17.5k to -5.5k in futures and decreased by -17.2k to +41.9k in f.....


OIL PRICE MONITOR | March 27, 2015

March 27, 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 | March 27, 2015

March 27, 2015

Baker Hughes shows 1,046 active rigs as of March 27, 2015, lower by -21 from the previous week. Oil rigs decreased by -12 to 813 (ht: -13; vt-dir: +1) while gas-directed rigs decreased by -9 to 233 (ht: -4; vt-dir: -5). Horizontal oil rigs decreased by -4 to 152 while vertical/directional oil rigs increased by +4 to 70 in the Permian (TX). Gas-directed horizontal rigs increased by +1 to 31 in Marcellus ( SWPA ).


NGL MARKET RECAP | March 25, 2015

March 25, 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 | March 25, 2015

DOE Report: March 25, 2015

U.S. crude oil inventories rose by +8170k bbl in the week ended March 20, while Cushing stocks increased by +1911k bbl. Distillate inventories fell by -34k bbl and gasoline inventories declined by -2014k 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 : Increased by +.....