Archive for the 'Natural Gas Supply' Category


01
Jun

Macro Friday

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. . Market Sentiment Watch: Payrolls Friday. Market on edge as major trading partners swap tariff proclamations.  In today's post please find a number of slide shows: the the natural gas review (smaller than expected injection one more shot at triple digits next week and then eroding injections even as we sit at +8 Bcfgpd YoY […]


01
Sep

Macro Friday Morning

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. . Market Sentiment Watch: Finding traction. In today's post please find the bimonthly Natural Gas Macro slideshow, the monthly crude by states production graphs (down 0.8% in June from May) – please see the Commodities watch section for comments and graphs of production and rigs (hint – EIA again showed that their near term models are […]


01
Jun

Thursday Morning – Dualing Inventory Reports Plus Oil and Gas Macro Slideshow

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. . Market Sentiment Watch: Group wants to see more data and that data is coming in and casting a positive light.  In today's post please find the natural gas macro monthly slide show, the oil by state/region slides with comments, changes to the Holdings Watch comments, and some other odds and ends. After the close […]


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 […]


01
Dec

Welcome To December – Macro Thursday

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. . Welcome To December:  Subscriptions to Zman's Energy Brain make great stocking stuffers.  Market Sentiment Watch: Just monster moves up yesterday with 15 to 20% moves in our core names being common by the end of the day. We're keeping a close eye on valuation and will prune where necessary. In energyland, look for […]

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