Archive for the 'Uncategorized' Category


08
Dec

Friday Morning

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. . Market Sentiment Watch:  In today's post please find the natural gas review (small build vs a small expected draw, stocks remain in deficit territory and we expect the first in a series of larger-sized draws after next week, comments on BBG, and some other odds and ends. We expect group news flow to […]


07
Dec

Thursday Morning – CRZO

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. . Market Sentiment Watch:  Three day loss of traction post OPEC. In today's post please find the oil inventory review (bigger than expected crude draw and larger than expected but not larger than average distillate build lead to both measures falling vs their year ago and five year average levels while gasoline built more than […]


06
Dec

Wednesday Morning – SWN

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. . Market Sentiment Watch: All energy eyes back to focusing on data. In today's post please find the oil inventory preview, the natural gas inventory preview (much weaker than average withdrawal expected this week but a turn for the better is again in the offing … medium term production concerns to persist), a cheat sheet […]


05
Dec

Tuesday Morning

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. . Market Sentiment Watch: Look for energy group news flow to begin to pick up this week and especially next.  In today's post please find the early read on oil inventories, some Non OPEC major producer supply graphs, another note on oil price decks, some Oil Service comments, and some other odds and ends.  Ecodata […]


04
Dec

Monday Macro

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. . Market Sentiment Watch: Last big week of the year for economic data but D.C. news could hold more sway on the market into the final stretch. After OPEC did what we and many others expected last week we expect the sellside to begin easing 4Q17 and 2018 oil price decks and estimates higher. […]

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