Archive for the 'Permian' Category


22
Nov

Wednesday to Friday Post – Happy Thanksgiving

Print Friendly

. . Market Sentiment Watch: Expect a slow market today and for the half day session Friday.  In today's post please find the oil and natural gas inventory previews (we get oil at the normal time and natural gas at noon eastern), the Permian Players update table, and some other odds and ends.  This afternoon […]


18
Aug

Friday Morning – Permian Players Update

Print Friendly

. . Market Sentiment Watch: Still seeking traction. Cash holding at just over 20%. Not rushing to buy dips yet.  In today's post please find the natural gas inventory review (slightly larger than expected injection) , the Permian Players update, and some other odds and ends.  Ecodata Watch: We get consumer sentiment at 10 am EST […]


07
Jul

Payrolls Friday

Print Friendly

. . Market Sentiment Watch:  Better than expected Payrolls number. In energyland, after a strong set of data yesterday (see below) data flow will heat up today with the overly watched Rig count and then again next week with monthly items out of EIA (STEO) and OPEC (MOMR).  In today's post please find the oil inventory […]


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 […]

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

s2Member®
Get Adobe Flash player