Archive for the 'Permian' Category


16
May

Wednesday Morning – Permian Players Group 1 Update

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. . Market Sentiment Watch: Group continues to gain traction. In today's post please find the Permian Players Group 1 Short Form table (with updated quarterly metrics and 6 month target potentials and comments), the oil inventory preview (API reported a mix bag last night but we expect a turn back higher in throughput), comments on […]


10
May

Thursday Morning – Permian Bar & Scatter

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. . Market Sentiment Watch: Sentiment in the group continues to improve and is expanding into secondary names.. In today's post please find the oil inventory review (mixed bag with headline crude beat distorted by low low imports; gasoline and distillate demand remain strong and stocks remain price supportive), the natural gas preview (consensus rising towards  […]


30
Apr

Monday Morning

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. . Market Sentiment Watch: Busy on the economic data and earnings fronts. Little in the way of oil macro news this week although we will get growth by State later today (EIA914). In today's post please find The Week That, this week's earnings calendar (busy busy), a link to our updated positions, Permian Player comments from […]


24
Apr

Tuesday Morning – SLCA

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. . Market Sentiment Watch: Energy sentiment continues to catch on. In today's post please find comments on the SLCA quarter (nice beat), the oil inventory preview, the Permian Players Group 1 and 2 Tables, and some other odds and ends.  Ecodata Watch: We get Case-Shiller home prices at 9 am EST (no forecast, last read was 62.%),  We […]


17
Apr

Tuesday Morning – Other Permians

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. . Market Sentiment Watch: Earnings in focus, China worries background noise at present. In today's post please find an initial Permian Players Group 2 short form metrics table (more names we are just keeping an eye on in a requested group look), the oil inventory preview, and some other odds and ends.  Ecodata Watch: […]

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