Archive for the 'Uncategorized' Category


22
Apr

Wrap – Week Ended 4/20/18

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. . The ZLT was up 3.4% last week, with front month WTI and strip up 1%, after oil remained strong on an across the board better than expected weekly report out of EIA and supportive comments out of OPEC+. Last week we offered updated slide shows on oil and natural gas inventories, comments and cheat sheet […]


19
Apr

Thursday Morning – REN

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. . Market Sentiment Watch: Energy sentiment continues to improve. We would not be surprised to see some secondary market offerings in the space near term to help more rapidly firm balance sheets and supplement capital programs.  In today's post please find the oil inventory review (better than expected report across the board with unexpected draws […]


18
Apr

Wednesday Morning

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. . Market Sentiment Watch:  Energy sentiment gradually improving as 1Q18 reporting season approaches. In today's post please find the oil inventory preview (Street looking for essentially unchanged inventories across the board; API reflected better than expected numbers across the board), the natural gas storage preview (withdrawal expectations jumped from early in the week to levels […]


17
Apr

Tuesday Morning – Other Permians

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. . Market Sentiment Watch: Earnings in focus, China worries background noise at present. In today's post please find an initial Permian Players Group 2 short form metrics table (more names we are just keeping an eye on in a requested group look), the oil inventory preview, and some other odds and ends.  Ecodata Watch: […]


16
Apr

Monday Morning

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. Good Things To Know Watch 1:  It's tax time. Investment-related expenses that you may be able to deduct include fees for subscriptions to financial publications and research used to guide your investment decisions. Yeah, that's us but as always check with your tax guy. Good Things To Know Watch 2:  Want to earn free time on the site?  […]

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