24
Apr

Tuesday Morning – SLCA

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Market Sentiment Watch: Energy sentiment continues to catch on. In today's post please find comments on the SLCA quarter (nice beat), the oil inventory preview, the Permian Players Group 1 and 2 Tables, and some other odds and ends. 

Ecodata Watch:

  • We get Case-Shiller home prices at 9 am EST (no forecast, last read was 62.%), 
  • We get consumer confidence at 10 am EST (F = 126.0, last read was 127.7),
  • We get new home sales at 10 am EST (F = 630,000, last read was 618,000). 

In Today's Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today –  SLCA, Permian Players Tables 1 & 2 (archived under Permian on the pull down menu at upper left), ---
  4. Odds & Ends

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23
Apr

Monday Morning – HAL

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Market Sentiment Watch: Busy week ahead as energy earnings accelerate.  In today's post please find The Week That Was, comments on the HAL quarter (in line), the 1Q18 Energy Earnings Week 2 Calendar (getting busy), JAG debt offering (first set of senior notes), and some other odds and ends. 

Ecodata Watch:

  • We get Chicago Fed at 8:30 am EST (no forecast, last read was 0.88),
  • We get existing home sales at 10 am EST (F = 5.52 mm, last read was 5.54 mm). 

The Week Ahead: 

  • Tuesday - Case-Shiller home prices, consumer confidence, new home sales, 
  • Wednesday - no economic data release scheduled, 
  • Thursday - Jobless claims, durable goods, core capital equipment orders, advance trade in goods, housing vacancies, 
  • Friday - 1Q18 GDP, employment cost index, consumer sentiment.  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today –  HAL, 1Q18 Energy Earnings Calendar Week 2, JAG
  5. Odds & Ends

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22
Apr

Wrap – Week Ended 4/20/18

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The ZLT was up 3.4% last week, with front month WTI and strip up 1%, after oil remained strong on an across the board better than expected weekly report out of EIA and supportive comments out of OPEC+.

Last week we offered updated slide shows on oil and natural gas inventories, comments and cheat sheet updates last week on REI, REN, and COG, comments on the SLB quarter, a Permian Players Short Form table for a second group of names and more.

The Blotter is updated.

The ZLT Positions graph will be updated Sunday evening.

Interested in becoming a subscriber? Check out the How to ZEB link at left or just register for the site and follow directions. Got questions? Contact us at zman@zmansenergybrain.com.

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20
Apr

Friday Morning – COG, SLB

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Market Sentiment Watch: Improving energy sentiment. In today's post please find the natural gas storage review (bigger than expected draw, stocks now off over 800 Bcf relative to year ago levels and nearly 450 Bcf below the 5 year average ... good starting point for the injection season, 3rd lowest level for stocks in the last 10 years for this week of the year ... few care, yet), comments on the SLB quarter (SLB kicks off the 1Q18 energy reporting season with a mixed company bag but strong macro outlook), comments and a cheat sheet update for COG (ahead of next week's 1Q18 report), and some other odds and ends. Energy earnings and news flow will accelerate next week. 

Ecodata Watch:

  • No economic data releases scheduled for today. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Natural Gas Inventory Review 
  4. Stuff We Care About Today - SLB, COG, HCLP, names of interest reporting next week. 
  5. Odds & Ends

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19
Apr

Thursday Morning – REN

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Market Sentiment Watch: Energy sentiment continues to improve. We would not be surprised to see some secondary market offerings in the space near term to help more rapidly firm balance sheets and supplement capital programs.  In today's post please find the oil inventory review (better than expected report across the board with unexpected draws for the headline numbers and all time record weekly gasoline demand as a bonus), the natural gas preview (late season withdrawal consensus has moved up to our expectations from late last week), a trade notification in the Holdings Watch section, comments and a cheat sheet update for REN, and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 230,000, last read was 233,000),
  • We get Philly Fed at 8:30 am EST (no forecast, last month was 22.3),
  • We get leading economic indicators at 10 am EST (no forecast, last read was 0.6%). 

In Today’s Post:

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

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