Archive for November, 2017


21
Nov

Tuesday Morning – More Permians

. . Market Sentiment Watch: Holiday light activity within the group, light volumes, small moves, and nearly no news flow. We continue to update our thinking post quarter have been largely please . The market continues to be nervous about what OPEC will decide next week. And so we tread in place. Our sense OPEC+ extends […]


20
Nov

Monday Morning

. . Market Sentiment Watch: Expect a slow week as desks are increasingly unoccupied. In today's post please find The Week That Was, a set of Permian cheat sheet updates as we prepare for the full Permian Players long form table later this week (in case you missed it we posted the Permian short form table last […]


18
Nov

Wrap – Week Ended 11/17/17

. . The ZLT was down 4% last week, in line with to a bit better than it's energy benchmarks.  The ZLT is up 14.9% last three months and down 16.2% YTD.   We remain ~20% cash and cash equivalents. The Blotter is updated. Questions and comments under The Wrap will be addressed in the Monday […]


17
Nov

Friday Morning – Permian Players

. . Market Sentiment Watch: Potentially a dull day as we have equity options expiring in the middle of the month and the holidays next week. In today's post please find the natural gas inventory review (slightly bigger than expected draw yields bigger deficits to year ago and five year average stocks and yielding a 2017 […]


16
Nov

Thursday Morning – Oil Inventory Review, Wattenbergs

. . Market Sentiment Watch:  In today's post please find the oil inventory review (bearish side of neutral … 1) record refiner throughput pointing to an almost absolute lack of a fall maintenance season so far (and we would normally be rising out of it now) met a bounce in imports and another report of […]

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