Archive for April, 2018


24
Apr

Tuesday Morning – SLCA

. . 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 […]


23
Apr

Monday Morning – HAL

. . 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 […]


22
Apr

Wrap – Week Ended 4/20/18

. . 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 […]


20
Apr

Friday Morning – COG, SLB

. . 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 […]


19
Apr

Thursday Morning – REN

. . 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 […]

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