CFTC COT | February 23, 2015

Commitments of Traders Report – February 23, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 17. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials increased net length in natural gas, heating oil and Brent , but decreased in gasoline and WTI during the reference week. Non-commercials net length in natural gas increased by +7.6k to -35.2k in futures and grew by +9.8k to +22.4k in .....


NORTH AMERICAN RIG WATCH | February 20, 2015

February 20, 2015

Baker Hughes shows 1,308 active rigs as of February 20, 2015, lower by -48 from the previous week. Oil rigs decreased by -37 to 1,019 (ht: -32; vt-dir: -5) while gas-directed rigs decreased by -11 to 289 (ht: -14; vt-dir: +3). Horizontal oil rigs decreased by -7 to 131 in the Eagle Ford (TX) and vertical/directional oil rigs decreased by -11 to 79 in the Permian (TX). Gas-directed horizontal rigs decreased by -2 to 18 in the Eagle Ford (TX).


EIA NG STORAGE REPORT | February 19, 2015

February 19, 2015

EIA reported a -111 bcf withdrawal for the week ending February 12 (Bloomberg median -111 bcf, Bloomberg whisper: -109 bcf). The 23 estimates submitted to Bloomberg varied from -120 bcf to -96 bcf with a standard deviation of 6 bcf. Our model showed -111 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA decreased by -34 to 190 HDDs, while electricity-weighted cooling degree days remained flat at 1 CDD . Total US: -111 bcf ( LCMC : -111 bcf, Bloomberg median: -111 b.....


CFTC COT | February 16, 2015

Commitments of Traders Report – February 16, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 10. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials increased net length in Brent and WTI , but decreased in natural gas, heating oil and gasoline during the reference week. Non-commercials net length in natural gas fell by -15.0k to -42.8k in futures and declined by -11.5k to +12.6k in.....


NORTH AMERICAN RIG WATCH | February 13, 2015

February 13, 2015

Baker Hughes shows 1,356 active rigs as of February 13, 2015, lower by -98 from the previous week. Oil rigs decreased by -84 to 1,056 (ht: -52; vt-dir: -32) while gas-directed rigs decreased by -14 to 300 (ht: -11; vt-dir: -3). Horizontal oil rigs decreased by -30 to 191 and vertical/directional oil rigs decreased by -5 to 90 in the Permian (TX). Gas-directed horizontal rigs increased by +4 to 20 in the Eagle Ford (TX).


EIA NG STORAGE REPORT | February 12, 2015

February 12, 2015

EIA reported a -160 bcf withdrawal for the week ending February 5 (Bloomberg median -168 bcf, Bloomberg whisper: -166 bcf). The 25 estimates submitted to Bloomberg varied from -180 bcf to -149 bcf with a standard deviation of 9 bcf. Our model showed -163 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA increased by +32 to 224 HDDs, while electricity-weighted cooling degree days remained flat at 1 CDD . Total US: -160 bcf ( LCMC : -163 bcf, Bloomberg median: -168 b.....


CFTC COT | February 09, 2015

Commitments of Traders Report – February 09, 2015

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended February 03. We provide all Legacy and Disaggregated trader positions for natural gas, WTI , Brent, gasoline and heating oil. Non-commercials decreased net length in natural gas, heating oil, Brent, gasoline and WTI during the reference week. Non-commercials net length in natural gas decreased by -16.9k to -27.9k in futures and fell by -15.3k to +24.0k in futures and options.....


NORTH AMERICAN RIG WATCH | February 06, 2015

February 6, 2015

Baker Hughes shows 1,454 active rigs as of February 06, 2015, lower by -88 from the previous week. Oil rigs decreased by -83 to 1,140 (ht: -79; vt-dir: -4) while gas-directed rigs decreased by -5 to 314 (ht: -1; vt-dir: -4). Horizontal oil rigs decreased by -9 to 145 in the Eagle Ford (TX) and vertical/directional oil rigs decreased by -2 to 95 in the Permian (TX). Gas-directed horizontal rigs decreased by -2 to 16 in Marcellus (WV).


EIA NG STORAGE REPORT | February 05, 2015

February 8, 2015

EIA reported a -115 bcf withdrawal for the week ending January 29 (Bloomberg median -119 bcf, Bloomberg whisper: -120 bcf). The 27 estimates submitted to Bloomberg varied from -141 bcf to -110 bcf with a standard deviation of 7 bcf. Our model showed -120 bcf. Nationwide natural gas-weighted heating degree days reported by NOAA increased by +8 to 192 HDDs, while electricity-weighted cooling degree days remained flat at 1 CDD . Total US: -115 bcf ( LCMC : -120 bcf, Bloomberg median: -119 bc.....


U.S. COAL DELIVERIES TO POWER PLANTS | February 04, 2015

February 2015

Please find attached U.S. Coal Deliveries to Electric Power Plants with data through November 2014. The report contains volume and price data where available.