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July 30th, 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*
07/22/2014
Reportable Positions as of 07/22/2014 Non- Reportable Positions
Speculators Commercial Total
Long Short Spreading Long Short Long Short Long Short
49439 61099 68269 191495 182695 309203 312064 39234 36374
Changes from last report - Change in Open Interest: 24711
-5913 523 9759 19968 9913 23815 20196 896 4515
Percent of Open Interest for each category of traders
14.2 17.5 19.6 55.0 52.4 88.7 89.6 11.3 10.4
Number of traders in each category; Total Traders: 35
35 48 51 73 76 140 148    
(CONTRACTS OF 42,000 U.S. GALLONS) Open Interest: 348438


Natural Gas

NATURAL GAS - NEW YORK MERCANTILE EXCHANGE
CFTC Commitment of Traders  *Combined Futures and Options*
07/22/2014
Reportable Positions as of 07/22/2014 Non- Reportable Positions
Speculators Commercial Total
Long Short Spreading Long Short Long Short Long Short
286337 432239 344927 346004 243303 977268 1020469 80984 37783
Changes from last report - Change in Open Interest: -4117
-8654 -2058 -8076 7469 4513 -9260 -5620 5143 1503
Percent of Open Interest for each category of traders
27.1 40.8 32.6 32.7 23.0 92.3 96.4 7.7 3.6
Number of traders in each category; Total Traders: 122
122 82 127 71 64 261 219    
(Contracts of 10,000 MMBTU'S) Open Interest: 1058252


Crude Oil

CRUDE OIL, LIGHT SWEET - NEW YORK MERCANTILE EXCHANGE
CFTC Commitment of Traders  *Combined Futures and Options*
07/22/2014
Reportable Positions as of 07/22/2014 Non- Reportable Positions
Speculators Commercial Total
Long Short Spreading Long Short Long Short Long Short
471964 81926 828299 791500 1214388 2091762 2124612 106758 73908
Changes from last report - Change in Open Interest: -127593
-14865 -4950 -52578 -54053 -64898 -121496 -122425 -6098 -5168
Percent of Open Interest for each category of traders
21.5 3.7 37.7 36.0 55.2 95.1 96.6 4.9 3.4
Number of traders in each category; Total Traders: 170
170 82 193 102 105 356 320    
(CONTRACTS OF 1,000 BARRELS) Open Interest: 2198521


Palladium

PALLADIUM - NEW YORK MERCANTILE EXCHANGE
CFTC Commitment of Traders  *Combined Futures and Options*
07/22/2014
Reportable Positions as of 07/22/2014 Non- Reportable Positions
Speculators Commercial Total
Long Short Spreading Long Short Long Short Long Short
30434 6364 3093 12211 38583 45738 48040 3513 1211
Changes from last report - Change in Open Interest: 1679
607 54 210 907 1515 1724 1779 -46 -100
Percent of Open Interest for each category of traders
61.8 12.9 6.3 24.8 78.3 92.9 97.5 7.1 2.5
Number of traders in each category; Total Traders: 111
111 33 18 34 44 155 88    
(CONTRACTS OF 100 TROY OUNCES) Open Interest: 49251


Platinum

PLATINUM - NEW YORK MERCANTILE EXCHANGE
CFTC Commitment of Traders  *Combined Futures and Options*
07/22/2014
Reportable Positions as of 07/22/2014 Non- Reportable Positions
Speculators Commercial Total
Long Short Spreading Long Short Long Short Long Short
55888 6917 1603 13384 66190 70876 74710 5630 1796
Changes from last report - Change in Open Interest: -2534
-1030 -549 -566 -1161 -2440 -2757 -3555 223 1021
Percent of Open Interest for each category of traders
73.1 9.0 2.1 17.5 86.5 92.6 97.7 7.4 2.3
Number of traders in each category; Total Traders: 114
114 32 24 36 45 159 94    
(CONTRACTS OF 50 TROY OUNCES) Open Interest: 76506


more 321energy

editorials

 
21st Century Energy Centers Could Take the Bakken by Storm
Emerging Growth LLC  Jul 25  

Iraq Breaks Down, Oil Surges
Chris Martenson  Jun 18  

The Next Billion (Barrels of Oil)
The Energy Report  Jun 13  

An Unwelcome Note on European Natural Gas
Ferdinand E. Banks  Jun 12  

China Leads the World in Green Energy, Gaming and Gambling Markets
Frank Holmes  Jun 11  

»» more editorials in the archives

market data


Ux U3O8 Price (Uranium)July 21st, 2014
$28.50 +$0.15 www.uxc.com

»View Commitment of Traders.

expert analysis & newsletter briefs

Madalena Energy Inc.

"Madalena Energy Inc. acquired Gran Tierra Energy Inc.'s Argentina business unit, which was very accretive for shareholders, as it provides Madalena with a solid foundation and sizeable footprint in arguably one of the biggest shale plays in the world. Post-acquisition, the company has a large portfolio of opportunities across 14 concessions, with multiple horizontal development plays, an extensive exploration portfolio on high-impact conventional exploration assets and a multibillion-barrel asset base for unconventional shale and tight sand plays.

If we look at the acquisition based on fundamentals, Madalena got the asset at a huge discount. The company paid just $9.67 per boe for 2P reserves, or just $19K per flowing barrel of production, which is extremely cheap compared to transactions with similar production levels. With this acquisition Madalena triples its production, and could dramatically increase its cash flow in 2014 and 2015 respectively." (7/29/14) - The Mining Report Interview with Etienne Moshevich

Arianne Phosphate Inc.

"My favorite North American phosphate project is Arianne Phosphate Inc. and its Lac Paul project in Quebec. We like its management, and we've been impressed with how far it has moved this project along. This is a large, igneous project. There are two types of phosphate deposits: sedimentary and igneous. Igneous is rarer but results in higher phosphate content, up to 40% or more. Sedimentary deposits typically result in phosphate content in the 2535% range. Higher content means higher purity and value. [Arianne announced July 16 a TraMan Inferred mineral resource estimate of 146 Mt at 5.3% P205.] It's good news, but the deposit was pretty big already. In other words, Arianne has firmed up its resources. North America has two or three existing phosphate rock mines expected to come to an end of their mine lives in the next 510 years. This gives confidence to potential phosphate fertilizer producers that they can source phosphate rock from a company like Arianne. The project probably will go into production by H2/18. The major hurdle is, once again, securing funding. With a capex of over $1B, the question is whether Arianne can raise this money by itself or whether it will seek a partner. . .Arianne will have rail access to a port. Quebec has always been helpful in this respect, so I don't expect infrastructure to be a problem. There are several potential partners. One is Agrium, whose Kapuskasing mine in Ontario closed earlier this year, forcing it to source its phosphate rock from Morocco. Mosaic would be another candidate, as some of its phosphate rock mines in Florida are expected to be shuttered in five years or so." (7/29/14) - The Mining Report Interview with John Chu

Madalena Energy Inc.

"Madalena Energy Inc. acquired Gran Tierra Energy Inc.'s Argentina business unit, which was very accretive for shareholders, as it provides Madalena with a solid foundation and sizeable footprint in arguably one of the biggest shale plays in the world. Post-acquisition, the company has a large portfolio of opportunities across 14 concessions, with multiple horizontal development plays, an extensive exploration portfolio on high-impact conventional exploration assets and a multibillion-barrel asset base for unconventional shale and tight sand plays.

If we look at the acquisition based on fundamentals, Madalena got the asset at a huge discount. The company paid just $9.67 per boe for 2P reserves, or just $19K per flowing barrel of production, which is extremely cheap compared to transactions with similar production levels. With this acquisition Madalena triples its production, and could dramatically increase its cash flow in 2014 and 2015 respectively." (7/29/14) - The Mining Report Interview with Etienne Moshevich

Arianne Phosphate Inc.

"My favorite North American phosphate project is Arianne Phosphate Inc. and its Lac Paul project in Quebec. We like its management, and we've been impressed with how far it has moved this project along. This is a large, igneous project. There are two types of phosphate deposits: sedimentary and igneous. Igneous is rarer but results in higher phosphate content, up to 40% or more. Sedimentary deposits typically result in phosphate content in the 2535% range. Higher content means higher purity and value. [Arianne announced July 16 a TraMan Inferred mineral resource estimate of 146 Mt at 5.3% P205.] It's good news, but the deposit was pretty big already. In other words, Arianne has firmed up its resources. North America has two or three existing phosphate rock mines expected to come to an end of their mine lives in the next 510 years. This gives confidence to potential phosphate fertilizer producers that they can source phosphate rock from a company like Arianne. The project probably will go into production by H2/18. The major hurdle is, once again, securing funding. With a capex of over $1B, the question is whether Arianne can raise this money by itself or whether it will seek a partner. . .Arianne will have rail access to a port. Quebec has always been helpful in this respect, so I don't expect infrastructure to be a problem. There are several potential partners. One is Agrium, whose Kapuskasing mine in Ontario closed earlier this year, forcing it to source its phosphate rock from Morocco. Mosaic would be another candidate, as some of its phosphate rock mines in Florida are expected to be shuttered in five years or so." (7/29/14) - The Mining Report Interview with John Chu

Madalena Energy Inc.

"Madalena Energy Inc. acquired Gran Tierra Energy Inc.'s Argentina business unit, which was very accretive for shareholders, as it provides Madalena with a solid foundation and sizeable footprint in arguably one of the biggest shale plays in the world. Post-acquisition, the company has a large portfolio of opportunities across 14 concessions, with multiple horizontal development plays, an extensive exploration portfolio on high-impact conventional exploration assets and a multibillion-barrel asset base for unconventional shale and tight sand plays.

If we look at the acquisition based on fundamentals, Madalena got the asset at a huge discount. The company paid just $9.67 per boe for 2P reserves, or just $19K per flowing barrel of production, which is extremely cheap compared to transactions with similar production levels. With this acquisition Madalena triples its production, and could dramatically increase its cash flow in 2014 and 2015 respectively." (7/29/14) - The Mining Report Interview with Etienne Moshevich


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July 30th, 2014

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