25
Aug

Thursday Morning – PDCE

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Market Sentiment Watch: Market eyes on Yellen tomorrow. In today's post please find the oil inventory review ( a) headline crude build gets the attention but that's largely a one week bump in imports and as previously noted build are normal this time of year, b) Lower 48 production off sharply after a one week blip up to make EIA's various models jive, c) product demand remains strong), the natural gas preview (looking for a record low for this week of the year), comments and an updated pro forma cheat sheet on PDCE, and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 265,000, last week was 262,000), 
  • We get Durable Goods at 8:30 am EST (F = 3.5%, last read was -3.9%), 
  • We get Markit Services PMI (flash) at 9:45 am EST (no forecast, last read was 51.4). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Oil Inventory Review 
  4. Stuff We Care About Today - PDCE
  5. Odds & Ends

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24
Aug

Wednesday Morning – NFX, NFX vs CLR, PDCE

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Market Sentiment Watch: Market treading water in front of Yellen's speech on Friday. In today's post please find an updated cheat sheet for NFX and a compare and contrast sheet with other STACK/Bakken name CLR, the oil inventory preview, the natural gas inventory preview (looking for the lowest injection on record for this week of the year tomorrow), comments on PDCE's entry into the Delaware Basin, and some other odds and ends. 

Ecodata Watch:

  • We get Existing Home Sales at 10 am EST (F = 5.5 mm, last read was 5.57 mm). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - NFX, NFX vs CLR, PDCE
  4. Odds & Ends

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23
Aug

Tuesday Morning – Bakken Players Update

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Market Sentiment Watch: The Doldrums of Summer continue. In energy land, profit taking mode ensued yesterday roughly on cue as is normal on days with little no economic data, aided by minor bits of oil related news, and after a strong run for the oil and the group over the last several weeks. In today's post please find the Bakken Players update, the early read on oil and natural gas inventories, and some other odds and ends. 

Ecodata Watch:

  • We get Markit PMI (flash) at 9:45 am EST, 
  • We get New Home Sales at 10 am EST (F = 581,000, last read was 592,000). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today – Bakken Players Update
  4. Odds & Ends

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22
Aug

Monday Morning

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Market Sentiment Watch: Economic data starts slow and ends with a Yellen speech in this second to last week of the official summer trading season. Data and this speech may rekindle broad market fears of rate hikes as traders start to think about the final quarter of the year. In energy land, there is not much in the way and news worthy news this time of year and given the run crude has had we'd expect a bit of profit taking to ensue prior to thoughts of September and a possible meeting between large players from OPEC and Non OPEC nations. In today's post please find The Week That Was, a cheat sheet update for WLL, and some other odds and ends. This week look for additional cheat sheet updates and Players piece updates. 

Ecodata Watch:

  • No economic data release scheduled. 

The Week Ahead: 

  • Tuesday: Markit PMI (flash), New Home sales, 
  • Wednesday: Existing Home sales, 
  • Thursday: Jobless claims, durable goods, core capital goods orders, Markit services PMI (flash),
  • Friday: 2Q GDP revision, advance trade in goods, consumer sentiment, Janet Yellen speech at Jackson Hole.  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today –  WLL
  5. Odds & Ends

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Continue Reading »


20
Aug

Wrap – Week Ended 08/19/16

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The ZLT ended the week up 4% and is up 38.5% year to date. 

The XOP ended the week up 5% and is 24.9% year to date. 

The Blotter is updated.

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