Archive for the 'Natural Gas Supply' Category


04
Sep

Tuesday Morning – SWN, CPE, Gas Macro Slide Show Update

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. . Market Sentiment Watch: Short but busy week on the economic data front. Canadian trade talk outcome may loom over the week.  In today's post please find The Week That Was, comments on SWN's sale of the FS (on the surface the price tag looks light but improves with transportation obligation assumption), comments on CPE […]


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 […]

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