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November 22nd, 2014

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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*
11/18/2014
Reportable Positions as of 11/18/2014 Non- Reportable Positions
Speculators Commercial Total
Long Short Spreading Long Short Long Short Long Short
54880 78231 114570 217063 198424 386513 391225 43098 38386
Changes from last report - Change in Open Interest: -15570
2664 -2685 -3324 -13777 -10509 -14437 -16518 -1133 949
Percent of Open Interest for each category of traders
12.8 18.2 26.7 50.5 46.2 90.0 91.1 10.0 8.9
Number of traders in each category; Total Traders: 43
43 51 62 81 86 167 168    
(CONTRACTS OF 42,000 U.S. GALLONS) Open Interest: 429611


Natural Gas

NATURAL GAS - NEW YORK MERCANTILE EXCHANGE
CFTC Commitment of Traders  *Combined Futures and Options*
11/18/2014
Reportable Positions as of 11/18/2014 Non- Reportable Positions
Speculators Commercial Total
Long Short Spreading Long Short Long Short Long Short
265553 475334 300081 382233 217407 947867 992822 71834 26880
Changes from last report - Change in Open Interest: 4179
-4708 -2945 -5935 15839 13454 5196 4575 -1017 -397
Percent of Open Interest for each category of traders
26.0 46.6 29.4 37.5 21.3 93.0 97.4 7.0 2.6
Number of traders in each category; Total Traders: 111
111 105 141 72 62 271 228    
(Contracts of 10,000 MMBTU'S) Open Interest: 1019702


Crude Oil

CRUDE OIL, LIGHT SWEET - NEW YORK MERCANTILE EXCHANGE
CFTC Commitment of Traders  *Combined Futures and Options*
11/18/2014
Reportable Positions as of 11/18/2014 Non- Reportable Positions
Speculators Commercial Total
Long Short Spreading Long Short Long Short Long Short
400309 124096 850427 733036 1033389 1983772 2007912 90837 66697
Changes from last report - Change in Open Interest: -316199
-10072 2899 -183911 -117362 -125902 -311345 -306914 -4854 -9285
Percent of Open Interest for each category of traders
19.3 6.0 41.0 35.3 49.8 95.6 96.8 4.4 3.2
Number of traders in each category; Total Traders: 132
132 119 187 95 101 326 327    
(CONTRACTS OF 1,000 BARRELS) Open Interest: 2074609


Palladium

PALLADIUM - NEW YORK MERCANTILE EXCHANGE
CFTC Commitment of Traders  *Combined Futures and Options*
11/18/2014
Reportable Positions as of 11/18/2014 Non- Reportable Positions
Speculators Commercial Total
Long Short Spreading Long Short Long Short Long Short
24134 3506 2172 9164 31024 35470 36702 2393 1161
Changes from last report - Change in Open Interest: -517
-1409 176 322 636 -920 -450 -421 -66 -96
Percent of Open Interest for each category of traders
63.7 9.3 5.7 24.2 81.9 93.7 96.9 6.3 3.1
Number of traders in each category; Total Traders: 73
73 29 21 34 44 120 86    
(CONTRACTS OF 100 TROY OUNCES) Open Interest: 37864


Platinum

PLATINUM - NEW YORK MERCANTILE EXCHANGE
CFTC Commitment of Traders  *Combined Futures and Options*
11/18/2014
Reportable Positions as of 11/18/2014 Non- Reportable Positions
Speculators Commercial Total
Long Short Spreading Long Short Long Short Long Short
41633 20610 1039 15611 38980 58283 60629 6011 3665
Changes from last report - Change in Open Interest: 2529
432 2003 178 1058 446 1668 2627 861 -98
Percent of Open Interest for each category of traders
64.8 32.1 1.6 24.3 60.6 90.7 94.3 9.3 5.7
Number of traders in each category; Total Traders: 105
105 47 21 35 40 146 103    
(CONTRACTS OF 50 TROY OUNCES) Open Interest: 64294


more 321energy

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»» more editorials in the archives

market data


Ux U3O8 Price (Uranium)Nov 17th, 2014
$44.00 +$2.25 www.uxc.com

»View Commitment of Traders.

expert analysis & newsletter briefs

Caza Oil & Gas Inc.

"Caza Oil & Gas Inc. is our favorite North American play. This is a company that goes from strength to strength. It has a very successful drilling record and has continually added to its production rate over the last two years. It is now almost at 2,000 bbl per day, which could potentially change its valuation and make it a very attractive takeover target by a larger oil company. Plus, it has a very large inventory of potential targets in its territories with substantial seismic data that point to a very large number of drillable prospects. Major expansion would require a significant capex, so Caza is mobilizing at a slow rate. If a major were to take it over, however, it could employ a significant capex plan in a low-risk exploration and development strategy. We think that this company is a potentially attractive prospect for another company to either joint venture or take it over outright.

[Broadcaster initial well results] are extremely attractive because Broadcaster is in the Bone Spring formation. This has become one of the fastest growing oil regions in North America based on improved technology. Horizontal drilling has enabled local operators to multiply production rates several times. Bone Spring underpins Caza's future production growth. Broadcaster is a low-risk operation with the potential to greatly increase production." (11/13/14) - The Energy Report with Angelos Damaskos

Pan Orient Energy Corp.

"Pan Orient Energy Corp. announced the farmout of a 51% interest in its East Jabung production sharing contract to Talisman Energy Inc.; the company retains 49% interest, receives $8M cash and will be carried for one exploration well up to a maximum cost of $10M and a contingent carry on an appraisal well for up to $5M. . .with the option to acquire a 20% interest in a South Sumatra joint study area operated by Talisman. . .Pan Orient investors are receiving a three-well exploration/appraisal drill program in Thailand, a potentially funded multi-well high-impact drill program in Indonesia and a Sawn Lake steam-assisted gravity drainage pilot project in Canada at steep discounts." (11/12/14) - Bill Newman, Mackie Research Capital

Pan Orient Energy Corp.

"Pan Orient Corp. announced this morning that it has entered into an agreement with a wholly owned subsidiary of Talisman Energy Inc., to transfer a 51% working interest and operatorship in the East Jabung PSC. . .under the terms of the agreement, Pan Orient will receive: 1.) An upfront cash payment of US$8M; 2.)A carry on the first US$10M of exploration expenses on the first well, in addition to all the project G&A until the first US$10M has been spent; 3.) A contingent US$5M carry toward an appraisal well, if deemed necessary; and 4) the option to acquire a 20% interest in Talisman's operated South Sumatra Joint Study Area. . .we reiterate our Buy recommendation and have modestly increased our 12-month target price to CA$4/share from $3.75/share." (11/11/14) - Mark Heim, Jennings Capital

ENSERVCO Corp.

"We reiterate our Buy rating on ENSERVCO Corp. . . the company has been growing its well maintenance businesses, primarily consisting of hot oiling and well acidizing. These services are utilized throughout a well's life and are therefore relatively protected even in weaker pricing environments." (11/11/14) - Philip Juskowicz, Casimir Capital

Enterprise Group Inc.

"We rate Enterprise Group Inc. as a Buy. We believe the diversity of the company's services, many of which are utilized beyond energy producers, insulates it from its more energy-focused Western Canadian service peers, which are reflecting the compression in oil prices. Within this context, we view Enterprise as an ideal alternative play to retain exposure to Western Canada with a reduced oil and gas profile." (11/11/14) - Steven Salz, M Partners


featured companies

Avanti Energy (TSX-V : AVN.V)
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Pan Orient Energy (TSX-V:CAN)
Canadian junior oil and natural gas company based in Calgary, Alberta.
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Quantum Energy (QEGY.PK:OTC)
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Super Nova Minerals Corp. (SNP:CNSX, OTC:SNOVF)
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The Energy Report ()
Investment ideas for saavy investors
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Torchlight Energy (NASDAQ: TRCH)
Oil Drilling and Working Interest in Oil Projects
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from the publisher
  Robert J. Moriarty

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SATURDAY EDITION

November 22nd, 2014

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