Archive for May, 2018


Wrap – Week Ended 05/18/18

. . The ZLT ended the week up 3.2% and is up 19.1% in the last 3 months, and 6% year to date, to levels just short of highs reached in late 2016.  There were no trades in the ZLT last week.    We had one addition to the personal accounts (the Blotter is updated) […]


Friday Morning

. . Market Sentiment Watch: Lighter day on the economic data front.  Positive energy sentiment continues to broaden / ZLT moving back to the 2016 highs. In today's post please find the natural gas inventory review (in line, next week's build appears to be smaller), a number of post quarter cheat sheet updates with post quarter updates […]


Thursday Morning

. . Market Sentiment Watch: Energy sentiment continues to build. In today's post please find the oil inventory review (in line crude, record oil exports (net imports close to record low), much bigger than expected gasoline draw, more in line with run rate oil production growth), the natural gas preview (low triple digits expected, injections to […]


Wednesday Morning – Permian Players Group 1 Update

. . Market Sentiment Watch: Group continues to gain traction. In today's post please find the Permian Players Group 1 Short Form table (with updated quarterly metrics and 6 month target potentials and comments), the oil inventory preview (API reported a mix bag last night but we expect a turn back higher in throughput), comments on […]


Tuesday Morning – So Far This Quarter Wrap

. . Market Sentiment Watch: Energy sentiment continues to improve. In today's post please find the final version of 1Q18 So Far This Quarter (bullet point comments on 34 of the 40+ names we reviewed and/or we on the calls for this quarter), comments on MTDR, WRD, and some other odds and ends.  Ecodata Watch: We […]

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