CFTC COT Report for the week ending 7.7.09

METALS
Large Spec _Net______Chg Change in OI in Juhe
GC____164,144____-42 >>>>>>>>>> -4.5%
SI_____24,126____-652 >>>>>>>>>>+6.6%
HG____-20,961___-897 >>>>>>>>>>-3.2%

ENERGY
Large Spec__Net____Chg
CL____15,357___-25,420 >>>>>>>>>>+5.8%
RB___43,483_____-8,083 >>>>>>>>>>-14.4%
HO___28,612_____-4,216 ...................+6.1%
NG_ -160,481_____-7,212 <<<<<<<<<<+4.5%

FINANCIALS
Large Spec__Net_____Chg
ED____764,585____92,286
FF____108061_____-6589
TU___105,935_____27,130
FV____-31,930_____6,919
TY___-124,849____-12,456
US____-60,393____23,834

FX
Large Spec___Net____Chg
AD____31,886_____-3,104
BP____-9,150_____-5,049
CD_____6,552_____-2,720
DX____-6,631______-314
EC____10,312_____-6,907
JY____17,117______18,164

Weekly Nat Gas Storage Report (for week ending 7.3.09

(Graph from EIA website http://www.eia.doe.gov/oil_gas/natural_gas/ngs/ngs.html )

Curr 2796 +75 Bcf v +85est
Prev 2721
5YrH 2653
5YrA 2344 19.3% above 5Yr Avg
YrAgo 2195 27.4% above last year
5YrL 2062

Summary(Source:EIA)

Working gas in storage was 2,796 Bcf as of Friday, July 3, 2009, according to EIA estimates. This represents a net increase of 75 Bcf from the previous week. Stocks were 601 Bcf higher than last year at this time and 452 Bcf above the 5-year average of 2,344 Bcf. In the East Region, stocks were 114 Bcf above the 5-year average following net injections of 60 Bcf. Stocks in the Producing Region were 245 Bcf above the 5-year average of 768 Bcf after a net injection of 12 Bcf. Stocks in the West Region were 93 Bcf above the 5-year average after a net addition of 3 Bcf. At 2,796 Bcf, total working gas is above the 5-year historical range.

EIA Oil Inventory Report

...........API……Est…….Act Chg….....W%Chg…..Y%Chg
Crude___-1.4 ___-3.2 ____-2.9____ -0.8%__+17.9%Mogas___+0.8__+0.9_____+1.9____+0.9%__+01.7%
Distill __+ 3.4 ___+1.7_____+3.7____+2.4%__+30.4%

Mogas demand rose 1.9% for the week; down 0.8% from ‘08
Jet-fuel demand fell 1.2% for the week; down11.3% from ‘08
Distillate demand fell 6.7% for the week; down 9.4% from ‘08

A negative report for a number of reasons:
A smaller than expected drop in crude inventories. Supplies 18% above last year
Gasoline and distillate supplies rose more than expected
Demand for jet-fuel and distillates dropped last week

http://tonto.eia.doe.gov/oog/info/twip/twip.asp

Oil Inventory Report Estimates & API Data

..................API……..Platt’s Est
Crude ..... -1.4 ........ -3.2
Mogas .... +0.8 ....... +0.9
Distill .......+ 3.4 ....... +1.7

CFTC COT Report for the week ending 6.30.09

............Lrg Spec ......Chg
CL .....40,777 .....1,407
RB.....51,566 .....-3,681
HO .....32,828 .....1,481
NG .-153,269 .....539

GC ..164,186 ..... -2,108
SI.....24,778 ..... -1,427
HG .-20,064 ..... 1,671

(I'm still having formatting issues)