Archive for the 'RSPP' Category


15
Aug

Tuesday Morning – Permian Cheats

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. . Market Sentiment Watch: Upstream dog house action continued yesterday on lighter volumes … back drop is fairly tractionless as data becomes more sparse near term.  In today's post please find comments and cheat sheet updates for three Permian players, the early read on oil inventories (across the board draws expected), the very early […]


08
Aug

Tuesday Morning

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. Market Sentiment Watch: Another busy day of earnings. In today's post please find the early read on oil and natural gas inventories, comments on a number of 2Q17 reports with calls scheduled for this morning and afternoon, an updated cheat sheet and mini model for VNOM, and some other odds and ends.  Ecodata Watch: We […]


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 […]


19
May

Friday Morning – MTDR

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. . Market Sentiment Watch: Summer doldrums in progress with OPEC next week. ZLT streamlining and core up about to begin (but not feeling rushed). In today's post please find the natural gas inventory review (bigger than expected injection still well below the five year average; this week's data points to a similarly sized injection next […]


16
May

Tuesday Morning – Permian Cheats Day 1

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. . Market Sentiment Watch: News flow at May slow in the group. In today's post please find cheat sheets for CPE, RSPP, JAG, LPI, the early reads on oil and natural gas inventories, and some other odds and ends.  Ecodata Watch: We get Housing starts at 8:30 am EST (no forecast, last read was […]

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