Archive for the 'ECR' Category


03
Aug

Friday Morning – EOG, SWN, ECR

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. . Market Sentiment Watch: Payrolls Friday. In today's post please find the the natural gas review (another smaller than expected injection that increased the deficit to the five year average, expect a slightly large injection next week on milder weather but also a new record level for ExMex), comments on the EOG quarter (strong financials on […]


03
May

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Moving through the 1Q18 reporting season with another strong set of numbers today (more variability today vs yesterday though which were on the whole quite strong). Sentiment remains strong and the bigger Permians are brushing aside the Mid-Cush blowout with a thing called planning.  In today's post please find the oil […]


28
Mar

Wednesday Morning – RSPP Gets Acquired

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. . Market Sentiment Watch: Unsettled market conditions persist. Increase talk of a Dow bear market. In today's post please find the oil inventory preview, the natural gas inventory preview (looking for a big number this week by historical standards … the idea of a premature end to the withdrawal season is now a distant memory), […]


27
Mar

Tuesday Morning

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. . Market Sentiment Watch:  In today's post please find the early read on oil and natural gas inventories inventories, Permian hedges, Permian stock performance vs key metrics, comments on ECR, and some other odds and ends.  Ecodata Watch: We get Case-Shiller home prices at 9 am EST (no forecast, last read was 6.3%),   […]


01
Mar

Thursday Morning – Oil Inventory Review, Macro Oil and Gas, ECR

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. . Market Sentiment Watch: Busy day on the economic front; futures living in fear of Powell. In today's post please find the oil inventory review (headline misses for crude and gasoline with oil inventories up at a more seasonally normal pace driven by a reversal in net imports which were still at record lows for […]

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