Archive for August, 2018


Wednesday Morning – MGY, FANG

. . Market Sentiment Watch: Bigger day on the economic data front. In energyland, yet another big Permian deal. In today's post please find updated 2Q18 comments and a cheat sheet for MGY (reported select 2Q items yesterday) including our thoughts on 2019 EBITDA, comments on FANG's big deal (bargain, opportunity to improve the operation from a […]


Tuesday Morning – PE, JAG, AMR, MGY

. . Market Sentiment Watch: Group watching oil closely now in the wake of updates over the last week from EIA STEO, IEA, and OPEC. In today's post please find comments and an updated cheat sheet for PE, comments and an updated cheat sheet for JAG, comments on the AMR quarter, and some other odds […]


Monday Morning

. . Market Sentiment Watch: Earnings slow to a trickle this week and we catch up on post quarter cheat sheet and group updates. In today's post please find comments on the OPEC Monthly (slightly more bearish looking this month – demand forecast edged slightly lower (20,000 bopd for 2018 and 2019) and non OPEC supply forecasts increased), […]


Wrap – Week Ended 8/10/18

. . Questions and comments under The Wrap will be addressed in the Monday post.  . The Trading Blotter is updated.  . Not a subscriber? We can fix that.  Check out the How To ZEB to find out more about the site and if you have more questions contact us at .



. . Market Sentiment Watch: Earnings season slowing down.  Look for a number of end of quarter updates next week.  In today's post please find the the natural gas review (in line to slightly light; storage remains well over half a T low to the five year average, now at lowest level on record for this […]

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