CFTC COT | August 05, 2011

Commitment of Traders Report - August 5, 2011

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 2. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. Non-commercial net length declined across the petroleum complex during week ended August 2. We suspect that it was on account of the sell-off in global markets that started at th.....

OIL PRICE MONITOR | August 05, 2011

August 05, 2011

Attached is this week’s LCMC Oil Price Monitor, which provides an overview of global oil price activity across a range of dimensions, from spot crude and product prices to forward curves, refining margins, product arbitrage, and weekly DOE EIA data.

NORTH AMERICAN RIG WATCH | August 05, 2011

Schlumberger (Smith) STATS - NEW Report!

Dear clients, We are delighted to introduce our new report “U.S. Rig Watch – Schlumberger (Smith) STATS .” This new report contains oil and gas rigs broken by type (horizontal and vertical/directional), by target (oil and gas), and by formation/state in an easy-to-follow layout. U.S. Rig Watch will be published Fridays shortly after source data becomes available. Please do not hesitate to contact us at info@lcmc-research.com if you require any additional information or would like to prov.....

DOE CRUDE STATS | August 03, 2011

August 03, 2011

August 3, 2011 A +3.0m bbl jump in PADD III crude stocks, buoyed by a 4.5m bbl release from the SPR , drove a +1.0m bbl build in U.S. commercial crude stocks, despite the 260k bbl of production loss caused by Tropical Storm Don. 4wk avg PADD II crude refinery input hit an all-time high of 3.49 mb/d as refiners in the Midcon continue to take advantage of strong cracking margins. In products, 4wk avg apparent finished mogas demand crashed to its lowest level, on a seasonal basis, since .....

CFTC COT | July 29, 2011

Commitment of Traders Report - July 29, 2011

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 26. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. The week ended July 26 was relatively uneventful for non-commercial net length in the petroleum complex. Non-commercial net length increased by 14.5k to 253.3k in futures, and by .....

DOE CRUDE STATS | July 27, 2011

July 27, 2011

July 27, 2011 Attached are two PDF files that provide LCMC’s perspective on the DOE EIA’s Weekly Petroleum Status Report. One file provides detailed statistics and charts based on the raw data, while the other provides a brief written analysis. In this week’s DOE EIA data, driving a headline +2.3m bbl build in U.S. commercial crude stocks was a sizeable +5.5m bbl jump in crude inventories in PADD III , thanks in part to the release of 2.3m bbl of crude from the U.S. SPR along th.....

CFTC COT | July 22, 2011

Commitment of Traders Report - July 22, 2011

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 19. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. Non-commercials shifted back to a net long position in the natural gas market during the week ended July 19 (from last week’s net short position), as they increased their net long.....

OIL PRICE MONITOR | July 22, 2011

July 22, 2011

We are pleased to introduce a new addition to LCMC’s publication suite, Oil Price Monitor . This report provides an overview of global oil price activity across a range of dimensions, from spot crude and product prices to forward curves, refining margins, product arbitrage, and weekly DOE EIA data. Oil Price Monitor will be published every Friday immediately after the market’s close.

DOE CRUDE STATS | July 20, 2011

July 20, 2011

July 20, 2011 Crude stocks drew -3.7m bbl to 351.7m bbl with Cushing crude stocks down -1.0m bbl to 36.7m bbl. The week marked the 7th straight draw in commercial crude stocks, which have mirrored the relatively sharp summertime draws of 2009. Both crude imports and runs increased, with imports up 343 kb/d to 9.3 mb/d and runs gaining 403 kb/d to 15.6 mb/d. But while crude imports continue to scrape along the low levels of 2009, crude runs have increased this summer at a pace much quicker tha.....

CFTC COT | July 15, 2011

Commitment of Traders Report - July 15, 2011

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended July 12. We focus on net length of non-commercial traders as well as net length of money managers and swap dealers as indicated in the disaggregated data for WTI , natural gas, gasoline, and heating oil. Index investors withdrew -$4.91 billion from the commodities markets during the week ended July 12, after pushing in +$14.24 billion during the previous four weeks. The energy com.....