Archive for the 'Uncategorized' Category


18
May

Friday Morning

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. . Market Sentiment Watch: Lighter day on the economic data front.  Positive energy sentiment continues to broaden / ZLT moving back to the 2016 highs. In today's post please find the natural gas inventory review (in line, next week's build appears to be smaller), a number of post quarter cheat sheet updates with post quarter updates […]


17
May

Thursday Morning

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. . Market Sentiment Watch: Energy sentiment continues to build. In today's post please find the oil inventory review (in line crude, record oil exports (net imports close to record low), much bigger than expected gasoline draw, more in line with run rate oil production growth), the natural gas preview (low triple digits expected, injections to […]


16
May

Wednesday Morning – Permian Players Group 1 Update

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. . Market Sentiment Watch: Group continues to gain traction. In today's post please find the Permian Players Group 1 Short Form table (with updated quarterly metrics and 6 month target potentials and comments), the oil inventory preview (API reported a mix bag last night but we expect a turn back higher in throughput), comments on […]


15
May

Tuesday Morning – So Far This Quarter Wrap

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. . Market Sentiment Watch: Energy sentiment continues to improve. In today's post please find the final version of 1Q18 So Far This Quarter (bullet point comments on 34 of the 40+ names we reviewed and/or we on the calls for this quarter), comments on MTDR, WRD, and some other odds and ends.  Ecodata Watch: We […]


14
May

Monday Morning – OPEC

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. . Market Sentiment Watch: Lighter load on the economic data front this week. Sentiment in the energy space continues to gain traction. OPEC and IEA data and commentary respectively out this week can swing commodities and the group.  In today's post please find comments on the OPEC Monthly (modest positive), The Week That Was, and some […]

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