Archive for the 'Oil Macro' Category


01
Dec

Macro Friday

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. Market Sentiment Watch:  In today's post please find the natural gas inventory review (roughly in line with expectations prompting modest reduction in the YoY and 5 year average deficits, the crude production by state and region graphs (bigger than expect step up in production this month but only when compared to storm impacted August […]


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
Aug

Tuesday Morning -PES

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. . Market Sentiment Watch:  In today's post please find comments on the PES (Revenue and EBITDA beats) and SLCA (miss and guides capex up significantly which was expected) quarters, the early read on oil inventories, some comments and graphs on the EIA 914 data (flat month to month production for natural gas, up 0.6% for […]


05
Jul

Wednesday Morning

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. . Market Sentiment Watch: Economic data heats up from here until Friday's Payrolls data. Geopolitical risk may sway markets this week from a North Korean current events perspective. Expect news flow in the group to remain slow through this week and much of next. In today's post please find an updated ZLT Pie as well […]


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 […]

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