Archive for the 'MTDR' Category


13
Sep

Thursday Morning

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. . 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 […]


20
Aug

Monday Morning

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. . Market Sentiment Watch: Much slower week on the economic data front and a slow week in terms of reports of energy tracking organizations.  We should see some minor press release activity out of Enercom's big conference this week but after FANG's acquisition of EGN expect quieter news flow over the next two week. In […]


02
Aug

Thursday Morning – LBRT, MTDR, CXO

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. . Market Sentiment Watch: Trade war concerns re-loom large ahead of the rest of this week's big data week. In energy land, we have three big beats in the portfolio today.  In today's post please find the oil inventory review (exports dip drove unexpected build despite record time of year demand while gasoline tied the […]


17
Jul

Tuesday Morning – MTDR

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. . Market Sentiment Watch: Expect continued sawing action as we approach 2Q18 reporting season. News flow remains low in energyland but will pick up at the end of this week and grow next week.  In today's post please find the early read on oil inventories, an updated Catalyst List for MTDR, an updated cheat sheet for […]


05
Jun

Tuesday Morning

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. . Market Sentiment Watch: Energy markets remain unsettled. Reports out today that the U.S. has "quietly" asked some OPEC players to increase oil production. In today's post please find the early read on oil inventories, comments and a cheat sheet update for MTDR, Permian Players Hedge Table, and some other odds and ends.  Ecodata Watch: We […]

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