Archive for the 'Uncategorized' Category


16
Aug

Wednesday Morning – CPE, EPE, Oil Inventory Preview

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. . Market Sentiment Watch: Seeking traction. In today's post please find another set of comments and an updated cheat sheet for one Permian name (we're leading up to the Permian Players update late this week), requested comments on EPE, the oil inventory preview (consensus looking for more modest draws across the board prior to API's release of another […]


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 […]


14
Aug

Monday Morning

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. . Market Sentiment Watch: Busy week on the economic data front as energy company and industry news slows back down after a mixed bag of a second quarter and August reporting season.  In today's post please find the updated ZLT holdings chart, The Week That Was, and some other odds and ends.  Ecodata Watch: […]


13
Aug

Wrap – Week Ended 8/11/17

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. . Questions under the Wrap will be addressed in the Monday post.  The Blotter is updated. .


11
Aug

Friday Morning – Final 2Q17 Edition of So Far This Quarter

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. . Market Sentiment Watch: Broad market getting more nervous. In today's post please find the natural gas inventory review (another smaller than expected injection further shrinks the gap vs the five year average), an updated copy of So Far This Quarter with performance since announcement review, IEA comments, and some other odds and ends.  Ecodata Watch: […]

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