NORTH AMERICAN RIG WATCH
| August 24, 2012
Schlumberger (SMITH) Stats
STATS shows 1,844 active rigs as of August 24, 2012, up +2 rigs from a week ago. Oil rigs were up by +7 (ht: +2, vt-dir: +5) and total gas rigs decreased by -5 (ht: -6, vt-dir: +1). Horizontal oil rigs went up by +4 in Anadarko (KS) and by +2 in Monterey (CA) and Permian (TX), while going down by -3 in Anadarko (TX) and by -2 in Anadarko (OK) and Permian (NM). Vertical/Directional oil rigs went up by +3 in Eagle Ford (TX), while going down by -3 in Monterey (CA). Horizontal gas rigs went dow.....
EIA NG STORAGE REPORT
| August 23, 2012
August 23, 2012
EIA reported a +47 bcf injection for the week ended August 17 (Bloomberg median +40 bcf, Bloomberg Whisper +39 bcf). The 24 estimates submitted to Bloomberg varied from +34 bcf to +53 bcf with a standard deviation of 4 bcf. Our model showed +42 bcf. Nationwide cooling degree days reported by NOAA decreased to 74 CDDs from 92 CDDs the prior week. Total US: +47 bcf ( LCMC +42 bcf; Bloomberg median +40 bcf) East: +48 bcf West: -5 bcf Producing: +4 bcf Today’s +47 bcf compares to a +66 .....
CFTC COT
| August 17, 2012
Commitment of Traders Report - August 17, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 14. 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 reduced WTI net length during the week ended August 14. Non-commercial net length fell by -13.5k to 222.4k in futures and by -8.0k to 274.9k in futures and opt.....
NORTH AMERICAN RIG WATCH
| August 17, 2012
Baker Hughes
Baker Hughes shows 1,909 active rigs as of August 17, 2012, down -18 from a week ago. Oil rigs went down by -7 (ht: -1, vt-dir: -6) and total gas rigs dropped by -11 (ht: -7, vt-dir: -4). Horizontal oil rigs went up by +4 in Eagle Ford (TX) and +3 in Anadarko (OK), while going down by -4 in Anadarko (TX) and Bakken (ND). Vertical/directional oil rigs went down by -5 in Eagle Ford (TX) and by -2 in Anadarko (OK) and Bakken (ND). Horizontal gas rigs went down by -5 in Haynesville (LA) and by -4.....
NORTH AMERICAN RIG WATCH
| August 17, 2012
Schlumberger (SMITH) Stats
STATS shows 1,842 active rigs as of August 17, 2012, up +18 rigs from a week ago. Oil rigs were up by +2 (ht: +19, vt-dir: -17) and total gas rigs increased by +16 (ht: +1, vt-dir: +15). Horizontal oil rigs went up by +3 in Anadarko (OK) and Bakken (ND), while going down by -2 in Anadarko (TX). Vertical/Directional oil rigs went down by -6 in Eagle Ford (TX) and by -4 in Anadarko (OK) and Permian (TX). Horizontal gas rigs went up by +5 in Eagle Ford (TX), while going down by -2 in Fayettevil.....
EIA NG STORAGE REPORT
| August 16, 2012
August 16, 2012
EIA reported a +20 bcf injection for the week ended August 10 (Bloomberg median +24 bcf, Bloomberg Whisper +22 bcf). The 26 estimates submitted to Bloomberg varied from +17 bcf to +36 bcf with a standard deviation of 5 bcf. Our model showed +21 bcf. Nationwide cooling degree days reported by NOAA increased to 92 CDDs from 87 CDDs the prior week. Total US: +20 bcf ( LCMC +21 bcf; Bloomberg median +24 bcf) East: +29 bcf West: -5 bcf Producing: -4 bcf Today’s +20 bcf compares to a +43 .....
CFTC COT
| August 10, 2012
Commitment of Traders Report - August 10, 2012
Please find attached data and charts detailing the latest CFTC Commitments of Traders Report for the week ended August 7. 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 gained across the petroleum complex during the week ended August 7. Non-commercials expanded WTI net length by +19.6k to 235.8k in futures and by +19......
NORTH AMERICAN RIG WATCH
| August 10, 2012
Schlumberger (SMITH) Stats
STATS shows 1,824 active rigs as of August 10, 2012, down -6 rigs from a week ago. Oil rigs were up by +3 (ht: +5, vt-dir: -2) and total gas rigs decreased by -9 (ht: -5, vt-dir: -4). Horizontal oil rigs went up by +8 in Permina (TX) and by +2 in Permian (NM), while going down by -3 in Anadarko (TX). Vertical/Directional oil rigs went down by -4 in Permian (TX), while going up by +2 in Bakken (ND) and Monterey (CA). Horizontal gas rigs were down by -3 in Haynesville (TX) and Woodford (Anadar.....
NORTH AMERICAN RIG WATCH
| August 10, 2012
Baker Hughes
Baker Hughes shows 1,927 active rigs as of August 3, 2012, unchanged from a week ago. Oil rigs were up by +3 (ht: +7, vt-dir: -4) and total gas rigs dropped by -3 (ht: -2, vt-dir: -1). Horizontal oil rigs went up by +8 in Eagle Ford (TX) and +3 in Bakken (ND), while going down by -4 in Anadarko (TX). Vertical/directional oil rigs went down by -3 in Permian (NM) and by -2 in Permian (TX). Horizontal gas rigs went down by -3 in Marcellus ( NEPA ) and by -2 in Eagle Ford (TX), while going by +2 .....
EIA NG STORAGE REPORT
| August 09, 2012
August 9, 2012
EIA reported a +24 bcf injection for the week ended August 3 (Bloomberg median +30 bcf, Bloomberg Whisper +30 bcf). The 27 estimates submitted to Bloomberg varied from +23 bcf to +34 bcf with a standard deviation of 2 bcf. Our model showed +31 bcf. Nationwide cooling degree days reported by NOAA decreased to 87 CDDs from 91 CDDs the prior week. Total US: +24 bcf ( LCMC +31 bcf; Bloomberg median +30 bcf) East: +30 bcf West: -1 bcf Producing: -5 bcf Today’s +24 bcf compares to a +31 b.....