Archive for the 'Gassy' Category


03
Oct

Wednesday Morning – PXD

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. . Market Sentiment Watch: Markets will be listening to 5 Fed speakers today including Powell. Not expecting much new (good economy with low unemployment expected to continue). In energy land look for lots of headlines out of Russia's energy week meeting. In today's post please find the oil inventory preview (another benign looking report expected), […]


28
Sep

Friday Morning – Gassy Players

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. . Market Sentiment Watch: In today's post please find the OPEC graphs, the natural gas review (much smaller than expected injection; see revisions to our 2018 E Peak, next week look for a bigger injection on milder weather), the gassy players table (very little change in prices over the last month despite firming gas – […]


29
Aug

Wednesday Morning – RRC, Gassy Players Update

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. . Market Sentiment Watch: Doldrums of summer continue with more light volume showings yesterday in the group and in the commodities. In today's post please find an updated cheat sheet for RRC, a Gassy Players update with the ECR pro forma read added to the table, and some other odds and ends.  Ecodata Watch: We get the 2Q18 GDP […]


23
Aug

Thursday and Friday

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (neutral report – bigger than expected crude draw on near record throughput and a sharp pull back in imports, solid product demand but builds for both gasoline and distillates on weak exports and record for time of year product make respectively), […]


26
Jun

Tuesday Morning – Gassy Players Table, OAS

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. . Market Sentiment Watch: Trade war fears loom large on the broad market's mind. In energy land we continue to expect relative calm and quiet in terms of trading and news flow this week and next.  In today's post please find a gassy players update table with 6 and 12 month potentials, comments on the […]

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