NORTH AMERICAN RIG WATCH
| May 22, 2015
May 22, 2015
Baker Hughes shows 881 active rigs as of May 22, 2015, lower by -3 from the previous week. Oil rigs decreased by -1 to 659 (ht: +4; vt-dir: -5) while gas-directed rigs decreased by -2 to 222 (ht: -6; vt-dir: +4). Horizontal oil rigs increased by +3 in Eagle Ford (TX) and Colorado, while decreasing by -2 in Bakken (ND) and Permian (TX). Gas-directed horizontal rigs decreased by -3 in Marcellus ( SWPA ) and Colorado and decreased by -2 in Eagle Ford (TX).
EIA NG STORAGE REPORT
| May 21, 2015
May 21, 2015
EIA reported a +92 bcf injection for the week ending May 14 (Bloomberg median +96 bcf, Bloomberg whisper: +97 bcf). The 17 estimates submitted to Bloomberg varied from +93 bcf to +101 bcf with a standard deviation of 2 bcf. Our model showed +93 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA increased by +7 HDDs to 38 HDDs, while electricity-weighted cooling degree days increased by +11 CDDs to 28 CDDs. Total US: +92 bcf ( LCMC : +93 bcf, Bloomberg median: +96 bcf.....
NGL MARKET RECAP
| May 20, 2015
May 20, 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
| May 18, 2015
Commitments of Traders Report – May 18, 2015
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 12. 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 gasoil , but decreased in Brent, gasoline, heating oil and WTI during the reference week. Non-commercials net length in natural gas rose by +32.9k to -3.9k in futures and increased by +38.2k t.....
NORTH AMERICAN RIG WATCH
| May 15, 2015
May 15, 2015
Baker Hughes shows 884 active rigs as of May 15, 2015, lower by -5 from the previous week. Oil rigs decreased by -8 to 660 (ht: -8) while gas-directed rigs increased by +3 to 224 (ht: +1; vt-dir: +2). Horizontal oil rigs decreased by -2 to 133 while the number of vertical/directional oil rigs remained unchanged at 48 in the Permian (TX). Gas-directed horizontal rigs decreased by -1 to 30 in Marcellus ( SWPA ).
EIA NG STORAGE REPORT
| May 14, 2015
May 14, 2015
EIA reported a +111 bcf injection for the week ending May 7 (Bloomberg median +116 bcf, Bloomberg whisper: +118 bcf). The 19 estimates submitted to Bloomberg varied from +70 bcf to +135 bcf with a standard deviation of 12 bcf. Our model showed +117 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA decreased by -50 HDDs to 31 HDDs, while electricity-weighted cooling degree days increased by +6 CDDs to 17 CDDs. Total US: +111 bcf ( LCMC : +117 bcf, Bloomberg median: +.....
NGL MARKET RECAP
| May 13, 2015
May 13, 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
| May 11, 2015
Commitments of Traders Report – May 11, 2015
NOTE : We are now including gasoil futures and options positioning to provide insight into European product markets as well as interest in Brent/gasoil cracks. Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended May 05. 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, gasoil, heating oil and W.....
NORTH AMERICAN RIG WATCH
| May 08, 2015
May 08, 2015
Baker Hughes shows 889 active rigs as of May 08, 2015, lower by -12 from the previous week. Oil rigs decreased by -11 to 668 (ht: -8; vt-dir: -3) while gas-directed rigs decreased by -1 to 221 (ht: +1; vt-dir: -2). Horizontal oil rigs decreased by -4 to 79 in the Eagle Ford (TX) while the number of vertical/directional oil rigs remained unchanged at 48 in the Permian (TX). Gas-directed horizontal rigs increased by +1 to 31 in Marcellus ( SWPA ).
EIA NG STORAGE REPORT
| May 07, 2015
May 7, 2015
EIA reported a +76 bcf injection for the week ending April 30 (Bloomberg median +74 bcf, Bloomberg whisper: +73 bcf). The 20 estimates submitted to Bloomberg varied from +65 bcf to +78 bcf with a standard deviation of 3 bcf. Our model showed +74 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA increased by +14 HDDs to 81 HDDs, while electricity-weighted cooling degree days increased by +1 CDDs to 11 CDDs. Total US: +76 bcf ( LCMC : +74 bcf, Bloomberg median: +74 bc.....