Archive for the 'Permian' Category


18
Aug

Friday Morning – Permian Players Update

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. . 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

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. . 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

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. . 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

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. . 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 […]


04
Apr

Tuesday Morning – Permian Players Update

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. . Market Sentiment Watch: Market eyes turning to approaching Trump – Xi meeting. Energyland news flow remains at a near stand still. In today's post please find the full Permian Players update table with comments, the short form multiple tables for the Permians (expanded to add two more names) as well as for the Bakkens and […]

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