CFTC COT
| July 04, 2016
Commitments of Traders Report – July 04, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 28. 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 gasoil , but decreased in Brent, heating oil and WTI during the reference week. Non-commercials net length in natural gas increased by +19.3k to +152.2k in futures and grew by +15.2.....
NORTH AMERICAN RIG WATCH
| July 01, 2016
July 1, 2016
Baker Hughes shows 430 active rigs as of July 1, 2016, higher by +10 from the previous week. Oil rigs increased by +11 to 341 (ht: +8; vt-dir: +3), while gas-directed rigs decreased by -1 to 89 (ht: -1; vt-dir: unch). Horizontal oil rigs increased by +4 in Permian (TX), by +3 in Anadarko (OK) and by +2 in Colorado. Horizontal gas rigs decreased by -1 in Haynesville (TX).
EIA NG STORAGE REPORT
| June 30, 2016
June 30, 2016
The EIA reported a +42 bcf injection for the week ending June 23, coming in line with our own number and below the Bloomberg median at +45 bcf. Unlike the accounting-driven pull in the Pacific, South Central posted a real withdrawal as a region, not just in salts. On May 25, 2016, SoCal posted a critical notice titled “Aliso Canyon Update”, quantifying the gas volume lost during the SS-25 leak at 4.62 bcf. That note did not set a date on when the system-wide inventory would be adjusted to re.....
NGL MARKET RECAP
| June 29, 2016
June 29, 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.
U.S. COAL DELIVERIES TO POWER PLANTS
| June 29, 2016
July 2016
Please find attached U.S. Coal Deliveries to Electric Power Plants with data through April 2016. The report contains volume and price data where available.
U.S. NATURAL GAS TRADE AND POWER SECTOR DEMAND
| June 28, 2016
June 28, 2016
Please find attached data and charts detailing U. S. gas imports and power demand for the week ended June 23, 2016. Total net imports for the reference week averaged 1.58 bcf/d, lower by -0.20 bcf/d week-on-week. During the same week last year, U.S. net imports averaged 2.51 bcf/d. Average natural gas demand in the power sector was 33.3 bcf/d, higher by +2.4 bcf/d week-over-week. During the reference week, the contiguous US observed 82 population-weighted CDDs, higher by +12 from the previou.....
CFTC COT
| June 27, 2016
Commitments of Traders Report – June 27, 2016
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended June 21. 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, gasoil and heating oil , but decreased in Brent and WTI during the reference week. Non-commercials net length in natural gas increased by +16.9k to +132.9k in futures and rose by +22.7.....
NORTH AMERICAN RIG WATCH
| June 24, 2016
June 24, 2016
Baker Hughes shows 420 active rigs as of June 24, 2016, lower by -3 from the previous week. Oil rigs decreased by -7 to 330 (ht: -1; vt-dir: -6), while gas-directed rigs increased by +4 to 90 (ht: unch; vt-dir: +4). Horizontal oil rigs decreased by -2 in Anadarko (OK), while increasing by +2 in Permian (TX). Vertical/directional oil rigs decreased by -4 in areas of LA not associated with any major play. Horizontal gas rigs increased by +2 in Haynesville (TX).
EIA NG STORAGE REPORT
| June 23, 2016
June 23, 2016
The EIA reported a +62 bcf injection for the week ending June 16, coming in line with our own number and the Bloomberg median at +60 bcf. Regionally, salt domes withdrew less than expected, but the non-salt build was smaller as well leading to a lower than expected overall injection for South Central. That would explain last week’s cash strength and implies another small injection or possible withdrawal for the current reference week given the strength in cash prices. Despite an increase in.....
NGL MARKET RECAP
| June 22, 2016
June 22, 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.