Archive for the 'Uncategorized' Category


19
Jun

Monday Morning – RICE

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. . Market Sentiment Watch: Much lighter week on the economic data and oil news front. In today's post please find The Week That Was, a subscriber mailbag question from the weekend, some brief comments on the acquisition of RICE (our 6th largest position in the ZLT and largest gassy position) by EQT, and some other odds […]


18
Jun

Wrap – Week Ended 6/16/2017

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. . Questions and comments under The Wrap will be addressed in the Monday post. .


16
Jun

T.G.I.F.

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. . Market Sentiment Watch: Hedge fund story out saying that 8 big ones have pared their exposure to the Permian. Timing seems a bit odd (late) if it was your plan to sell as the company plans for growth have been around since 4Q16. In today's post please find the natural gas storage review (smaller […]


15
Jun

Thursday Morning – Oil Review and Natural Gas Preview Plus Orange Charts

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. . Market Sentiment Watch: Energyland needs more obviously good, not ambiguously good data for the group to find traction in 3Q17. We anticipate global inventory reductions but the market wants to see U.S. weekly reductions and soon. In today's post please find the oil inventory review (OK oil inventory draw offset by unexpected gasoline build […]


14
Jun

Wednesday Morning – REN

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. . Market Sentiment Watch: Fed decision day. In today's post please find the oil inventory preview (more than usual price action hinging on this one especially after last week's surprising EIA report and last nights crude build at API), the natural gas inventory preview (expect to be in line with the averages and the beginning of […]

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