Archive for May, 2016


Tuesday Morning – CPE, PE, BCEI

. . Market Sentiment Watch: Expecting another quiet late May day as we approach the 3 day holiday weekend which promises to kick off one of the strongest driving seasons from a demand standpoint in years. In today's post please find post quarter wrap and cheat comments on CPE, comments on PE (mineral acres acquisition and […]


Monday Morning

. . Market Sentiment Watch: Lighter week on the economic data front.  In energyland, we remain in the post 1Q16 reporting season lull (last week was much busier on the news front than expected) and we will continue to issue end of quarter wrap and cheats and Players updates and plan to do some minor portfolio modifications near […]


Wrap – Week Ended 5/20/16

. . The ZLT was up 2% last week and is up 21% year to date. The XOP was up 2% last week and is up 14% year to date. Questions and comments under The Wrap will be addressed in the Monday post.  .  



. . Market Sentiment Watch:  In today's post please find the natural gas storage review (YoY and 5 Year average comps continue to contract as we have injected less gas in storage during the injection season to date than in any of the years of the past decade – see new chart D1 in the […]


Thursday Morning

. . Market Sentiment Watch: WMT delivers a rare bit of retail market relief but otherwise it appears to be back to somewhat nervous market conditions as the markets weighs potential Fed action next month.  In today's post please find the oil inventory review: a) unexpected crude build (and hard to explain on an increase in refiner demand, flat […]

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