Archive for June, 2017


21
Jun

Wednesday Morning – WIOWIO Part 3

. . Market Sentiment Watch: Energy land remains nervous and in need of more supportive data as news flow remains typically light.  In today's post please find the oil inventory preview (API after the close was modestly positive), the natural gas inventory preview (consensus for tomorrow's injection now well below year ago and five year average […]


20
Jun

Tuesday Morning

. . Market Sentiment Watch: Oil remains weak in front of data this week that's unlikely to be inspiring. A more medium term focus for data (beyond a couple of weeks and into 3Q when demand soars) would be appropriate but traders remain impatient and technical remain non supportive. Group trying to find traction but again, […]


19
Jun

Monday Morning – RICE

. . Market Sentiment Watch: Much lighter week on the economic data and oil news front. In today's post please find The Week That Was, a subscriber mailbag question from the weekend, some brief comments on the acquisition of RICE (our 6th largest position in the ZLT and largest gassy position) by EQT, and some other odds […]


18
Jun

Wrap – Week Ended 6/16/2017

. . Questions and comments under The Wrap will be addressed in the Monday post. .


16
Jun

T.G.I.F.

. . Market Sentiment Watch: Hedge fund story out saying that 8 big ones have pared their exposure to the Permian. Timing seems a bit odd (late) if it was your plan to sell as the company plans for growth have been around since 4Q16. In today's post please find the natural gas storage review (smaller […]

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