Archive for the 'Permian' Category


18
May

Thursday Morning – Permian Players Update

Print Friendly

. . Market Sentiment Watch: D.C. headlines large and in charge of the markets. News flow remains quiet in the group as is normal for this time of year.  In today's post please find the oil inventory review (big bounce in imports and another SPR release prompt a smaller than expected withdrawal (much better than some […]


17
May

Wednesday Morning – More Permian

Print Friendly

. . Market Sentiment Watch: D.C. headlines hitting broad market futures. Very quiet in energyland pre OPEC. We continue to update thoughts on positioning in the wake of a strong 1Q17 reporting season. In today's post please find updated cheat sheets for Permian Players CDEV, and CXO, and the annotated Permian Short Form Multiples table, and some other odds […]


04
Apr

Tuesday Morning – Permian Players Update

Print Friendly

. . Market Sentiment Watch: Market eyes turning to approaching Trump – Xi meeting. Energyland news flow remains at a near stand still. In today's post please find the full Permian Players update table with comments, the short form multiple tables for the Permians (expanded to add two more names) as well as for the Bakkens and […]


10
Mar

Friday Morning

Print Friendly

. . Market Sentiment Watch: Payrolls Friday. In today's post please find a requested quick group table, updated cheat sheets for PE and RSPP, comments on the AREX quarter, and some other odds and ends.  Next week we get an updated version of the OPEC monthly.    Ecodata Watch: We get Nonfarm Payrolls at 8:30 am EST […]


29
Nov

Tuesday Morning – Permian Players Update Table

Print Friendly

. . Market Sentiment Watch: We get a raft of economic data tomorrow. In energyland we're expecting another fairly quiet day today in front of the OPEC meeting which, as every six months, we'll be up early, listening to the overnight comments from Vienna prior to door closing and then the meeting notes. In today's […]

Zman’s Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette

s2Member®
Get Adobe Flash player