Archive for September, 2018


Tuesday Morning – WPX

. . Market Sentiment Watch: Tariffs dominating headlines today (10% tariff on $200 B of U.S. imports from China coupled with a warning not to retaliate). In energy land, company level news flow remains light. In today's post please find the early read on oil inventories, comments on the EIA DPR (EIA's model is rapidly decelerating), requested […]


Monday Morning

. . Market Sentiment Watch: Trade worries again in the spotlight with China talking about skipping trade talks and restricting some key tech parts for export to the U.S. In energyland, news flow is starting the week quietly. In today's post please find The Week That Was and some other odds and ends.  Ecodata Watch: We […]


Wrap – Week Ended 9/14/18

. . Questions and comments under The Wrap will be addressed in the Monday post.  Busy week last week in the ZLT. The Blotter is updated.  . .


Friday Morning

. . Market Sentiment Watch: Quiet tone in the energy groups.  In today's post please find the the natural gas review (in line storage build increases deficits both YoY and to the five year average; look for a modestly larger build next year), comments and an updated cheat sheet for REI, the Permian Players Group […]


Thursday Morning

. . Market Sentiment Watch: In today's post please find the oil inventory review (positive side of neutral report with record for week of year throughput and gasoline demand – see details in the oil inventory review section below), comments on the IEA monthly report, the natural gas preview (expect further growth in the YoY and […]

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