Archive for the 'RICE' Category


19
Jun

Monday Morning – RICE

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. . Market Sentiment Watch: Much lighter week on the economic data and oil news front. In today's post please find The Week That Was, a subscriber mailbag question from the weekend, some brief comments on the acquisition of RICE (our 6th largest position in the ZLT and largest gassy position) by EQT, and some other odds […]


02
Jun

Friday Morning

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. . Market Sentiment Watch: Payrolls Friday. Economic data has been showing signs of slowing.  Oil data is showing more signs of improving as it seasonally should but players want more as the reaction to strong EIA data yesterday and the day before was tepid. In today's post please find the oil inventory review (highlighted by […]


04
May

Thursday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Nervous group conditions persist. In today's post please find the oil inventory review (mixed bag highlighted by a smaller than expected crude draw on flattish net imports and a larger SPR release balanced by a smaller than expected gasoline build and an unexpected distillate draw down on resurgent demand which was […]


08
Mar

Wednesday Morning – REXX

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. . Market Sentiment Watch: In energyland the post quarter (mostly there) sideways trade/ebb continues as commodity markets want to see more weekly and monthly data. We're sitting on hands at the moment as we watch inexpensive names become more inexpensive. In today's post please find comments on EIA's latest version of the STEO, comments […]


23
Feb

Thursday Morning – Earnings Avalanche Plus Dualing Inventory Reports

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. . Market Sentiment Watch: Sentiment remains poor. Energy sector continues into third month of under-performance after a strong 2016.  We are now in the middle of earnings season and we have not received the expected ramp into the reports that was expected with higher prices, a ramp that would normally make sense given the lack of real […]

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