19
Sep

T.G.I.F.

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Market Sentiment Watch: Triple witching likely to lead to volatility and periods of extreme boredom. Energy land nervously eyeing lower oil prices and a dearth of news. Expect news flow to pick up next week in the form of additional pre quarter end operations updates from the E&P group as they speak at IPAA and from analysts in the form of minor price target trimming as the quarterly market to market for oil and gas prices is washed through models.  Not a big deal but it's out there. Ask questions if you have them today, otherwise we'll be working on an IPO preview for next week.  In today's post please find the natural gas inventory slide show (in line, 3.5 Tcf seasonal peak target may be a touch low), a CLR analyst day wrap, and some other odds and ends. 

Ecodata Watch: 

  • We get Leading Indicators at 10 am EST (no forecast, last read was 0.9%)

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Natural Gas Inventory Review
  4. Stuff We Care About Today – CLR Wrap
  5. Odds & Ends

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18
Sep

Thursday Morning – BBG

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Market Sentiment Watch: Markets breathing sigh of relief that the Fed's special sauce will be around for awhile and that China is now easing as well.  In today's post please find the oil inventory review (the expect by us but unexpected by the Street reversal in crude stocks is underway and the slope of the build in stocks this fall may prompt a move in crude back close to recent lows), the natural gas inventory preview (expecting big but not record injection), and comments on changes at BBG.

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2) Please ask questions in the comments section … there are no dumb questions here.  If you want to keep it private shoot it over to zman@zmansenergybrain.com address but honestly someone else may have insight I don't or may benefit from an answer to your question. 

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5) Thanks again.  Best, Z

 

Ecodata Watch: 

  • We get Jobless Claims at 8:30 am EST (F = 305,000; last read was 315,000),
  • We get Housing Starts at 8:30 am EST (F = 1.03 mm; last read was 1.09 mm),
  • We get Philly Fed at 10 am EST (F = 24, last read was 29.3).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Oil Inventory Review
  4. Natural Gas Inventory Preview
  5. Stuff We Care About Today –  BBG
  6. Odds & Ends

Please click the link right below this to Continue Reading »


17
Sep

Wednesday Morning – UPL

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Market Sentiment Watch: Yellen's press conference and the word's "considerable time" will be the focus for the markets today as anyone who's looked at any financial site over the last five days can tell you.  In energyland, things remain fairly quiet after an oil price induced bounce yesterday and we expect additional sideways trading to continue into the 3Q14 reporting season. Look for more operations updates to hit the closer we get to month end. In today's post please find the oil inventory preview, the natural gas inventory early read, comments on UPL, and some other odds and ends. 

Ecodata Watch:

  • We get CPI at 8:30 am (F = 0.0% headline, 0.2% core),
  • We get the Homebuilders' index at 10 am EST (F = 56, last read 55),
  • We get the FOMC statement at 2 pm, EST,
  • We get Yellen's press conference at 2:30 pm EST. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Oil Inventory Preview
  4. Stuff We Care About Today – UPL, Subscriber Mailbag
  5. Odds & Ends

Please click the link right below this to

Continue Reading »


16
Sep

Tuesday Morning

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Market Sentiment Watch: All broad market eyes on the Fed tomorrow. All crude oriented eyes on the Fed tomorrow for direction on the dollar and economy and on OPEC as they await a further easing back on the throttle by the larger players. In today's post please find a updated REXX cheat sheet and a reference piece with key multiples for several of our more pure play names by Basin/Play. 

Ecodata Watch:

  • We get PPI at 8:30 am EST (F = 0.0%, 0.1%) 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today –  REXX, ZLT Basin/Play Comments, SSN
  4. Odds & Ends

Click the link directly below this to …

Continue Reading »


15
Sep

Monday Morning – PDCE, REXX

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Market Sentiment Watch: Nervous market conditions persist. All eyes on Russia and will likely temporarily focus on the Fed at mid week with the monthly parsing of Yellen's syntax (people want to see the Fed stick with the rates staying low for a "considerable" time language.  We expect the E&P names to offer an increasing amount of late quarter operations updates over the rest of the month in advance of the 3Q14 reporting season.  In today's post please find The Week That Was, a quick look in on PDCE, comments on a REXX operations update (strong stuff), and some other odds and ends. 

Ecodata Watch:

  • We get Empire State at 8:30 am EST (F = 16, last read was 14.7),
  • We get Industrial Production at 9:15 am EST (F = 0.3%, last read 0.4%),
  • We get Capacity Utilization at 9:15 am EST (F = 79.2%, last read was  79.2%).

The Week Ahead:

  • Tuesday 9/16: PPI,
  • Wednesday 9/17: CPI, Current account, Home builders' index, FOMC statement, Yellen speech, 
  • Thursday 9/18: Jobless claims, housing starts Philly Fed, CLR analyst day, 
  • Friday 9/19: Leading indicators.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. The Week That Was
  4. Stuff We Care About Today – PDCE quick, REXX
  5. Odds & Ends

Click the link directly below this to …  Continue Reading »

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