Archive for the 'Permian' Category


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 […]


17
Aug

Friday Morning – Permian Players Update

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. . Market Sentiment Watch:  In today's post please find the the natural gas review (storage deficit expands to 20%, 595 Bcf below the five year average, expect a modestly larger injection next week), the Permian Players Group 1 Short Form table (new and improved), and some other odds and ends.  Ecodata Watch: We get consumer sentiment […]


27
Jun

Wednesday Morning

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. . Market Sentiment Watch: Energy groups continue to slowly gain traction as OPEC+ delivered the goods and the U.S. plans to crimp Iran's ability to export. Much of the fear in service appears well priced in (at least in our names) and the Permian names are awaiting the first taste of really wide differentials […]


05
Jun

Tuesday Morning

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. . Market Sentiment Watch: Energy markets remain unsettled. Reports out today that the U.S. has "quietly" asked some OPEC players to increase oil production. In today's post please find the early read on oil inventories, comments and a cheat sheet update for MTDR, Permian Players Hedge Table, and some other odds and ends.  Ecodata Watch: We […]

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