NGL MARKET RECAP | October 28, 2015

October 28, 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.


CFTC COT | October 26, 2015

Commitments of Traders Report – October 26, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 20. 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 declined by -4.6k to -76.4k in futures and decreased by -10.....


NORTH AMERICAN RIG WATCH | October 23, 2015

October 23, 2015

Baker Hughes shows 787 active rigs as of October 23, 2015, unchanged from the previous week. Oil rigs decreased by -1 to 594 (ht: -1; vt-dir: unch) while gas-directed rigs increased by +1 to 193 (ht: +1; vt-dir: unch). Horizontal oil rigs decreased by -4 in Permian (TX) and by -2 in Anadarko (OK) and Anadarko (TX). Gas-directed horizontal rigs decreased by -2 in Marcellus ( NEPA ), while increasing by +2 in Haynesville (LA).


EIA NG STORAGE REPORT | October 22, 2015

October 22, 2015

EIA reported a +81 bcf injection for the week ending October 15 (Bloomberg median +87 bcf, Bloomberg whisper: +84 bcf). The 20 estimates submitted to Bloomberg varied from +82 bcf to +99 bcf with a standard deviation of 4 bcf. Our model showed +84 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA decreased by -6 HDDs to 37 HDDs, while electricity-weighted cooling degree days increased by +10 CDDs to 24 CDDs. Total US: +81 bcf ( LCMC : +84 bcf, Bloomberg median: +87 .....


NGL MARKET RECAP | October 21, 2015

October 21, 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.


CFTC COT | October 19, 2015

Commitments of Traders Report – October 19, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 13. 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 increased by +2.3k to -71.8k in futures and grew by +1.1.....


NORTH AMERICAN RIG WATCH | October 16, 2015

October 16, 2015

Baker Hughes shows 787 active rigs as of October 16, 2015, lower by -8 from the previous week. Oil rigs decreased by -11 to 595 (ht: -6; vt-dir: -5) while gas-directed rigs increased by +3 to 192 (ht: -1; vt-dir: +4). Horizontal oil rigs decreased by -3 in Permian (NM) and by -2 in Eagle Ford (TX), while increasing by +2 in Anadarko (TX). Gas-directed horizontal rigs decreased by -1 in Eagle Ford (TX) and increased by +1 in Haynesville (LA).


EIA NG STORAGE REPORT | October 15, 2015

October 15, 2015

EIA reported a +100 bcf injection for the week ending October 8 (Bloomberg median +90 bcf, Bloomberg whisper: +89 bcf). The 22 estimates submitted to Bloomberg varied from +86 bcf to +104 bcf with a standard deviation of 4 bcf. Our model showed +92 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA increased by +26 HDDs to 43 HDDs, while electricity-weighted cooling degree days decreased by -24 CDDs to 14 CDDs. Total US: +100 bcf ( LCMC : +92 bcf, Bloomberg median: +.....


NGL MARKET RECAP | October 15, 2015

October 15, 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.


CFTC COT | October 12, 2015

Commitments of Traders Report – October 12, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended October 06. 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, heating oil and WTI , but decreased in natural gas and gasoil during the reference week. Non-commercials net length in natural gas fell by -26.9k to -74.1k in futures and declined by -35......