Archive for the 'Hedges' Category


27
Jun

Wednesday Morning

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. . Market Sentiment Watch: Energy groups continue to slowly gain traction as OPEC+ delivered the goods and the U.S. plans to crimp Iran's ability to export. Much of the fear in service appears well priced in (at least in our names) and the Permian names are awaiting the first taste of really wide differentials […]


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%),   […]


12
Jan

Friday Morning

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. Market Sentiment Watch: Energy likely due a bit of a pause (same thought as yesterday, oil likely near term ahead of itself; somewhat interesting reaction to gas storage yesterday). In today's post please find a set of E&P sub group hedge tables, the natural gas inventory review (historic withdrawal, a bit bigger than expected), updated […]


05
Apr

Wednesday Morning – Hedge Update

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. . Market Sentiment Watch: Fewer eyes on Nonfarm Payrolls this time, more eyes on Xi in the States Thursday and Friday. In energy land, market players remain greater than normally focused on weekly inventory data.  In today's post please find hedge tables for a number of our Players groups, the ZLT Pie, and some other odds […]


15
Oct

Thursday Morning – Dualing Oil and Gas Inventory Reports + Bakken Cheat Sheet Updates

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. . Market Sentiment Watch: In energyland all eyes are focused on the inventory report (from the big headline crude number foreshadowed by API last night to the imports number that likely prompted it (this too shall pass) to the production numbers that will soon be slipping lower again).  In today's post please find our thoughts on oil […]

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