Archive for the 'Permian' Category


17
Oct

Wednesday Morning – Permian

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. . Market Sentiment Watch: More sawing action ahead of earnings season. In today's post please find the oil inventory preview (another benign report expected, SPR pull but also a production hit from Michael adding noise), the natural gas inventory preview (smaller than last week, roughly in line with the 5 year average; expect a smaller […]


11
Oct

Thursday Morning – Dualing Inventory Reports

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. . Market Sentiment Watch: Weak open on tap after yesterday's massive selloff. Broad markets remain fearful of rates and of further technical drops. Overnight President Trump said the Fed has "gone loco" which doesn't exactly inspire confidence.  Energy was gaining traction until the broad markets cracked but we expect continued sawing action in our names […]


05
Oct

T.G.I.F.

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. . Market Sentiment Watch: Busy day on the economic data front. In today's post please find the the natural gas review (injection was inline with Reuters, high to Bloomberg; expect a modestly larger injection next week), the Permian Players Group 2 short form table update, and some other odds and ends.    Ecodata Watch: We get Nonfarm […]


14
Sep

Friday Morning

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. . Market Sentiment Watch: Quiet tone in the energy groups.  In today's post please find the the natural gas review (in line storage build increases deficits both YoY and to the five year average; look for a modestly larger build next year), comments and an updated cheat sheet for REI, the Permian Players Group […]


07
Sep

T.G.I.F.

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. . Market Sentiment Watch: Energy sentiment remains poor. In today's post please find the the natural gas review (in line injection, slight expansion of the deficit to the five year average; next week expect a modestly bigger injection on softer demand), the oil inventory review (big crude draw but products rose more than expected (imports […]

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