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July 29th, 2015

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The most recent Commitment of Traders Data from the CFTC.

Heating Oil :: Crude Oil :: Palladium :: Platinum :: Unleaded Gasoline :: Natural Gas

Heating oil

#2 HEATING OIL, NY HARBOR-ULSD - NEW YORK MERCANTILE EXCHANGE
CFTC Commitment of Traders  *Combined Futures and Options*
07/21/2015
Reportable Positions as of 07/21/2015 Non- Reportable Positions
Speculators Commercial Total
Long Short Spreading Long Short Long Short Long Short
61951 56533 92401 211828 223692 366180 372626 47314 40868
Changes from last report - Change in Open Interest: 16524
2401 -230 8651 2371 5757 13423 14178 3101 2347
Percent of Open Interest for each category of traders
15.0 13.7 22.3 51.2 54.1 88.6 90.1 11.4 9.9
Number of traders in each category; Total Traders: 43
43 46 65 81 81 163 162    
(CONTRACTS OF 42,000 U.S. GALLONS) Open Interest: 413494


Natural Gas

NATURAL GAS - NEW YORK MERCANTILE EXCHANGE
CFTC Commitment of Traders  *Combined Futures and Options*
07/21/2015
Reportable Positions as of 07/21/2015 Non- Reportable Positions
Speculators Commercial Total
Long Short Spreading Long Short Long Short Long Short
246780 469452 326745 388597 206639 962122 1002835 74774 34061
Changes from last report - Change in Open Interest: -1467
-4071 -15829 7490 -7192 7552 -3773 -788 2306 -679
Percent of Open Interest for each category of traders
23.8 45.3 31.5 37.5 19.9 92.8 96.7 7.2 3.3
Number of traders in each category; Total Traders: 89
89 122 138 57 51 249 219    
(Contracts of 10,000 MMBTU'S) Open Interest: 1036896


Crude Oil

CRUDE OIL, LIGHT SWEET - NEW YORK MERCANTILE EXCHANGE
CFTC Commitment of Traders  *Combined Futures and Options*
07/21/2015
Reportable Positions as of 07/21/2015 Non- Reportable Positions
Speculators Commercial Total
Long Short Spreading Long Short Long Short Long Short
483172 202339 919023 902975 1187826 2305170 2309188 87089 83072
Changes from last report - Change in Open Interest: -121357
10152 28267 -74094 -54426 -61672 -118368 -107499 -2989 -13859
Percent of Open Interest for each category of traders
20.2 8.5 38.4 37.7 49.7 96.4 96.5 3.6 3.5
Number of traders in each category; Total Traders: 162
162 124 217 92 108 362 358    
(CONTRACTS OF 1,000 BARRELS) Open Interest: 2392260


Palladium

PALLADIUM - NEW YORK MERCANTILE EXCHANGE
CFTC Commitment of Traders  *Combined Futures and Options*
07/21/2015
Reportable Positions as of 07/21/2015 Non- Reportable Positions
Speculators Commercial Total
Long Short Spreading Long Short Long Short Long Short
23092 16621 1752 10988 17179 35832 35553 1652 1931
Changes from last report - Change in Open Interest: -51
-960 -165 147 767 -76 -46 -94 -5 43
Percent of Open Interest for each category of traders
61.6 44.3 4.7 29.3 45.8 95.6 94.8 4.4 5.2
Number of traders in each category; Total Traders: 60
60 62 24 34 30 106 109    
(CONTRACTS OF 100 TROY OUNCES) Open Interest: 37484


Platinum

PLATINUM - NEW YORK MERCANTILE EXCHANGE
CFTC Commitment of Traders  *Combined Futures and Options*
07/21/2015
Reportable Positions as of 07/21/2015 Non- Reportable Positions
Speculators Commercial Total
Long Short Spreading Long Short Long Short Long Short
57260 37110 1522 16744 38622 75526 77254 5773 4045
Changes from last report - Change in Open Interest: 533
396 980 86 50 -733 532 334 1 199
Percent of Open Interest for each category of traders
70.4 45.6 1.9 20.6 47.5 92.9 95.0 7.1 5.0
Number of traders in each category; Total Traders: 108
108 75 18 33 30 150 116    
(CONTRACTS OF 50 TROY OUNCES) Open Interest: 81299


more 321energy

editorials

 
Torchlight Energy - A NewCo Turnaround Story That's Been Derisked
  Jul 22  

Opportune Time for Oil & Gas Exposure
Stephan Bogner  May 21  

Oil Market Update
Clive Maund  May 06  

Innovation and Efficiency Drive U.S. Oil Supply and Demand
Frank Holmes  Apr 01  

Oil Market Update
Clive Maund  Mar 29  

»» more editorials in the archives

market data


Ux U3O8 Price (Uranium)July 27th, 2015
$36.00 -$0.25 www.uxc.com

»View Commitment of Traders.

expert analysis & newsletter briefs

Hemisphere Energy Corp.

"Hemisphere Energy Corp. announced that upon annual review, its credit facility has been maintained at $15M, a positive sign in this timid market, and one that reflects the strength of the company's current asset and the potential for increased recoveries through optimization efforts. . .we maintain a Buy recommendation and a $1/share 12-month target price." (7/28/15) - David Ricciardi, Mackie Research Capital

Input Capital Corp.

"Input Capital Corp. is a public company in Canada that has taken the streaming model and adapted it to become the first-ever agricultural streaming company, using canola as the underlying crop initially. The business is off to a great start and is proving that farmers are demanding alternative forms of financing such as streaming. In FY/15, which ended in March, Input deployed ~$49M into new streaming deals, up ~100% year over year; generated $19.3M in revenue, up ~280% year over year, and $9M in cash flow (before changes in working capital), up from $1.5M in FY/14. The stock has been a little weak recently on concerns regarding the health of its farmer clients in western Canada; however, Input's exposure is predominantly in the eastern prairies where conditions are much better. This does bring a key issue to light—the benefit of diversification, both by geography and product. The company's recent announcement about exploring the addition of soybean streaming is an example of how Input can add further diversification to the model, by adding a different crop and gaining more exposure to eastern Canada." (7/28/15) - The Energy Report Interview with Spencer Churchill

Renewable Energy Group, Inc.

"The Senate Finance Committee markup of tax extenders included positive changes to the biodiesel blenders credit that could support a material uplift to Renewable Energy Group Inc.'s 2016 and late 2015 profitability. . .after the blenders credit is signed into law, the benefit will be recognized in GAAP earnings, instead of accumulating for retroactive recognition, and should materially benefit profits and sentiment." (7/22/15) - Craig Irwin, ROTH Capital Partners

Energy Fuels Inc.

"Following the previously granted approvals from the U.S. Nuclear Regulatory Commission and the Wyoming Department of Environmental Quality, the issuance of the final environmental assessment and the approval of the plan of operations represented the final major regulatory approval required for Energy Fuels Inc.'s Hank Unit. The approvals at the Hank Unit demonstrate the near term scalability of Energy Fuels' assets. We continue to forecast production out of Hank to begin in 2017." (7/21/15) - Rob Chang, Cantor Fitzgerald

Input Capital Corp.

"Input Capital Corp. has an excellent streaming model for its canola business. . .the company provides a farmer with an upfront cash payment in return for a share of the farmer's crop production. . .the farm then delivers Input's share of the crop and is paid a discounted contract price per tonne. If the crop yield has improved, Input can buy additional tonnes at the same contracted price, so both the farmer and the company benefit from an improved crop. Input then sells the crops at the market rate and can invest the proceeds into new streaming contracts. . .the company deployed $49.1M in capital during the 2015 financial year and now has 78 cash-producing streams in place, with 10 more being added in Q1 of the 2016 financial year. The company generated $11M in streaming revenue during 2015, which is a 258% increase over 2014. That's a beautiful business model. In terms of the profit margin, Input Capital's total costs per tonne of canola are around $310. It sells the stuff for around $500/tonne. Not bad for a hard day's work, is it? Input gets canola price upside, production upside, compounding cash returns and diversification without the need for heavy management. . .less than a month ago, the company was trading at around $3/share, now it's at about $2.50/share. These are the buying opportunities that investors should be taking advantage of." (7/21/15) - The Energy Report Interview with Tom Wallace


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July 29th, 2015

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