Archive for the 'Gassy' Category


03
Apr

Monday Morning – Gas Macro Slideshow Update

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. . Market Sentiment Watch: Welcome to 2Q17. The ZEB Long Term portfolio ended last week up a little over 6% and for the quarter was down 6.7% vs the XOP ending the quarter down 9.6%. In today's post please find the natural gas macro slide shows (Lower 48 natural gas production down 2.6 Bcfgpd YoY (down […]


04
Jan

Wednesday Morning – Gas Macro Update

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. . Market Sentiment Watch: Volatile start to the year for the energy group. In today's post please find the natural gas supply and demand slide shows (this post has been archived under "gassy" for ease of reference using the pull down menu at upper left), comments on REXX, and some other odds and ends.  […]


20
Dec

Tuesday Morning – Gassy Players Update

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. . Market Sentiment Watch: Expect another pre holiday slow trading session (this week most of the ecodata data arrives Thursday). In today's post please find the early read on oil inventories, a new version of the Gassy Players Update, a Gassy Players Matrix, comments on the ECR divestiture (a small deal that's no small […]


02
Nov

Wednesday Morning – MTDR, NFX, RSPP

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. . Market Sentiment Watch: All eyes on Fed statement, not for change in rate but for change in tone. In today's post please find the natural gas macro slide show update (archived under "gassy") (production – up slightly but still down 2.9 Bcfgpd YoY, imports near recent history record lows, all-time-record Electrical generation gas demand which […]


16
Sep

T.G.I.F.

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. . Market Sentiment Watch: Market looking ahead to Fed comments next week more than to any expected Fed action. In energy land, we anticipate another week of lull before companies give begin to give interim updates. In today's post please find the natural gas inventory review (slightly bigger than expected but erosion of the surplus continued […]

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