CFTC COT | January 25, 2013

Commitment of Traders Report - January 25, 2013

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 22. 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 increased WTI length for the sixth consecutive week to take it to the highest level since September 18 last year when the price of WTI was $95.29. Non-comme.....


EIA NG STORAGE REPORT | January 25, 2013

January 24, 2013

EIA reported a -172 bcf withdrawal for the week ending January 18 (Bloomberg median -175 bcf, Bloomberg Whisper -175). The 24 estimates submitted to Bloomberg varied from -183 bcf to -152 bcf with a standard deviation of 8 bcf. Our model showed -177 bcf. Nationwide HDDs decreased to 193, down by -4 week on week. Nationwide cooling degree days reported by NOAA went up by one to 3 CDDs. Total US: -172 bcf ( LCMC : -177 bcf; Bloomberg median: -175 bcf) East: -80 bcf West: -39 bcf Producing.....


CFTC COT | January 18, 2013

Commitment of Traders Report - January 18, 2013

As we noted last week, the annual rebalancing of the S&P GSCI and Dow Jones- UBS Commodity indexes occurred from January 8 to 14. The rebalancing is reflected in last week’s (January 11) and today’s report. Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 15. 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 , natura.....


NORTH AMERICAN RIG WATCH | January 18, 2013

January 18, 2013

STATS shows 1,646 active rigs as of January 18, 2013, higher by +6 for the week. Oil rigs increased by +8 to 1,272 (ht: -1; vt-dir: +9) and gas rigs declined by -2 to 374 (ht: -2; vt-dir: unchanged). Horizontal oil rigs in Bakken (ND) and Permian (NM) dropped by -3 each, to 183 and 31, respectively. Horizontal gas rigs in Marcellus ( NEPA ) fell by -3, while Fayetteville (AR) added +2 horizontal gas rigs. Baker Hughes shows 1,745 active rigs as of January 18, 2013, down by -12 from the previ.....


EIA NG STORAGE REPORT | January 17, 2013

January 17, 2013

EIA reported a -148 bcf withdrawal for the week ending January 11 (Bloomberg median -139 bcf, Bloomberg Whisper -136). The 26 estimates submitted to Bloomberg varied from -143 bcf to -123 bcf with a standard deviation of 7 bcf. Our model showed -140 bcf. Nationwide HDDs decreased to 197, down by -40 week on week. Nationwide cooling degree days reported by NOAA went up by one to 2 CDDs. Total US: -148 bcf ( LCMC : -140 bcf; Bloomberg median: -139 bcf) East: -86 bcf West: -23 bcf Producin.....


CFTC COT | January 11, 2013

Commitment of Traders Report - January 11, 2013

The annual rebalancing of the S&P GSCI and Dow Jones- UBS Commodity indexes is taking place from January 8 to 14 with 20% of the rebalancing size adjusted each day. Please see our Data Insight dated November 15, 2012 — Weighing In — for further details. The rebalancing should be reflected in today’s and next week’s (January 18) report. Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 8. We focus on net length of non-c.....


NORTH AMERICAN RIG WATCH | January 11, 2013

January 11, 2013

STATS shows 1,640 active rigs as of January 4, 2013, lower by -9 for the week. Oil rigs fell by -3 to 1,264 (ht: -7; vt-dir: +4) and gas rigs declined by -6 to 376 (ht: -6; vt-dir: unchanged). Horizontal oil rigs in the Texas portion of the Anadarko Basin fell by -4 to 17 while horizontal gas rigs in the Eagle Ford declined by -5 to 37. Baker Hughes shows 1,757 active rigs as of January 4, 2013, which is unchanged from the previous week. Oil rigs increased by +5 to 1,323 (ht: +11; vt-dir: -6).....


EIA NG STORAGE REPORT | January 11, 2013

January 10, 2013

EIA reported a -201 bcf withdrawal for the week ending January 4 (Bloomberg median -191 bcf, Bloomberg Whisper -193). The 26 estimates submitted to Bloomberg varied from -205 bcf to -174 bcf with a standard deviation of 7 bcf. Our model showed -192 bcf. Nationwide HDDs increased to 237, up by 26 week on week. Nationwide cooling degree days reported by NOAA remained at 1 CDD . Total US: -201 bcf ( LCMC : -192 bcf; Bloomberg median: -191 bcf) East: -113 bcf West: -27 bcf Producing: -61 b.....


CFTC COT | January 04, 2013

Commitment of Traders Report - January 4, 2013

Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended January 1 (data as of December 31). 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 expanded net length across the petroleum complex for the third consecutive week (during the week ended January 1). Non-commercial net le.....


EIA NG STORAGE REPORT | January 04, 2013

January 4, 2013

EIA reported a -135 bcf withdrawal for the week ending December 28 (Bloomberg median -130 bcf). The 23 estimates submitted to Bloomberg varied from -165 bcf to -111 bcf with a standard deviation of 11 bcf. Our model showed -129 bcf. Nationwide HDDs increased to 211, up by 51 week on week. Nationwide cooling degree days reported by NOAA dropped to 1 CDD . Total US: -135 bcf ( LCMC : -129 bcf; Bloomberg median: -130 bcf) East: -84 bcf West: -15 bcf Producing: -36 bcf Compared to the sam.....