Archive for the 'RSPP' Category


Monday Morning

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. . Market Sentiment Watch: Expect a slow week as desks are increasingly unoccupied. In today's post please find The Week That Was, a set of Permian cheat sheet updates as we prepare for the full Permian Players long form table later this week (in case you missed it we posted the Permian short form table last […]


Tuesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Energy market sentiment greatly improved on oil prices approach two and half year highs.  In today's post please find the early reads on this week's oil and natural gas inventory reports, comments on eight 3Q17 reports and some other odds and ends.  Please note that our individual company comments may be briefer than […]


Tuesday Morning

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. . Market Sentiment Watch: Economic data likely less important this week than tax headlines and earnings. Energy land for the stocks looks traction less in the face of oil and natural gas resilience. Moves yesterday looked technical reflecting light volumes on a dearth of news ahead of 3Q report season which slowly gets underway next […]


Thursday Morning – Dualing Oil and Natural Gas Inventory Reports

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. . Market Sentiment Watch: Finding traction.  In today's post please find the oil inventory preview (we expect a bigger crude build than the Street does (though the Street has been rising to meet us and we would be happy to be wrong) and large product draws) , the natural gas inventory preview (expecting a […]


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 […]

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