29
Nov

Tuesday Morning – Permian Players Update Table

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Market Sentiment Watch: We get a raft of economic data tomorrow. In energyland we're expecting another fairly quiet day today in front of the OPEC meeting which, as every six months, we'll be up early, listening to the overnight comments from Vienna prior to door closing and then the meeting notes. In today's post please find thoughts on OPEC, the Permian Players update table, an updated Permian Deals table, and some other odds and ends. 

Ecodata Watch:

  • We get 3Q16 GDP at 8:30 am EST (F = 3.1%, last read was 2.9%),
  • We get consumer confidence at 10 am EST(F = 102.5, last read was 98.6), 
  • We get Consumer Confidence at 10 am EST (F = 101.8, last read was 98.6).  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today –  Permian Players table, Permian Deals
  4. Odds & Ends

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28
Nov

Monday Morning – CDEV Bolts On More Delaware

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Market Sentiment Watch: Back to work as the economic data pours in (after today). In energy land expect volatility throughout the week with OPEC rumors and then OPEC news on Wednesday. Expect wide swings. If you missed The Wrap please check it out here. In today's post please find The Week That Was, comments on CDEV, and some other odds and ends. 

Ecodata Watch:

  • No economic data release scheduled. 

The Week Ahead: 

  • Tuesday - GDP, consumer confidence, 
  • Wednesday - ADP, Personal Income, consumer spending, core inflation, Chicago PMI, pending home sales, Beige book, OPEC meeting,
  • Thursday - Jobless claims, markit manufacturing PMI, ISM, construction spending, auto sales, natural gas macro update, 
  • Friday - Nonfarm payrolls, unemployment, average hourly earnings.  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today –  CDEV
  5. Odds & Ends

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26
Nov

Wrap – Week Ended 11/25/16

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The ZLT was up 4% last week and is up 38.3% on the year. 

The XOP was up 3% last week and is up 31.1% on the year.

The OIH was up 3% last week and is up 17.6% on the year.

Natural gas peaked within our long held peak storage range (just within the top of due to weather). Otherwise the week was, as expected, fairly uneventful. Saudi bowed out of a pre November 30 Non OPEC meet and greet so we would not be surprised to see a spot of lackluster oil pricing early next week.  We continue to sit in the something-gets-done camp as we have long before Goldman made it fashionable. 

Housekeeping Watch:  We had technical difficulties last Thursday evening that left the primary site down half of Friday. While we try to avoid this kind of thing the world is an imperfect place and screws fall out all the time. Please bookmark the back up site just in case:  www.zmanbackup.wordpress.com.

Have a great rest of your long weekend, 

Z

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wrap-112516

 


25
Nov

Tryptophan Overloaded Our Site Friday

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Market Sentiment Watch: In today's post please find the oil inventory review, the natural gas inventory review and some other odds and ends. The market closes at 1 pm EST.  

Housekeeping Watch: Our site had technical difficulties overnight that forced us over to the backup site. Please bookmark this site just in case:

www.zmanbackup.wordpress.com

The site, while up, will be slow for a bit this weekend. Thanks for your patience. 

Ecodata Watch:

  • We get Advance Trade in Goods at 8:30 am EST (F = -$59 B, last month was -$56.5 B), 
  • We get Markit services, flash at 9:45 am EST (no forecast, last read was 54.8). 

 

In Today’s Post:

  1. Holdings Watch
  2. Oil Inventory Review
  3. Natural Gas Inventory Review 
  4. Odds & Ends

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23
Nov

Wednesday Morning – Dualing Inventory Reports, Permian Matrix, CDEV

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Market Sentiment Watch: Expect volatility to die into the close and be fairly dead on Friday's short day as well. Expect it to pick back up next week in front of the OPEC meeting. In today's post please find the oil and natural gas inventory previews (we get both today due to Thanksgiving tomorrow), an updated Permian A&D table, an expanded and annotated version of the Permian Matrix, a CDEV cheat sheet with a few notes, and some other odds and ends. 

Ecodata Watch:

  • We get Jobless claims at 8:30 am EST (F = 248,000, last week was a low 235,000),
  • We get Durable Goods at 8:30 am EST (F = +3.3%, last read was -0.3%),
  • We get New home sales at 10 am EST (F = 595,000, last read was 593,000),
  • We get Consumer Sentiment at 10 am EST (F = 92.0, last read was 91.6),
  • We get the FOMC minutes at 2 pm EST (no forecast, last read was 2 pm EST). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - Permian Deals, Permian Matrix, CDEV
  4. Odds & Ends

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