Archive for the 'Permian' Category


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 […]


29
May

Tuesday Morning

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. . Not a subscriber but curious about Zman's Energy Brain / Z4 Research?  May is a good time to change that. Contact zman@zmansenergybrain.com for one time deals! Market Sentiment Watch: Energy sentiment cooled last week after 6 weeks of rising tides action as oil eased on OPEC+ comments that were designed to soften prices in front […]


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  […]

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