14
Sep

Wrap – Week Ended 9/12/14

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All questions under the wrap will be addressed in the Subscriber Mailbag section of the Monday post. 

Have questions about the site?  Send them to us at zman@zmansenergybrain.com.

wrap 091214


12
Sep

Friday post 2

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Market Sentiment Watch: Yoyo market in progress.  In today's post please find the natural gas inventory slide show (bigger than expected injection adds noise to the noise) and some comments and a fresh cheat sheet on HK. Apologies for the short post, we've been without internet access for several hours now and am transmitting over a temporary hotspot. 

Ecodata Watch: 

  • We get retail sales at 8:30 am EST (F  +0.6% headline, F = 0.2% core; vs prior reads of 0% and 0.1% respectively),
  • We get the import price index at 8:30 am EST (F = -1.0%, last read -0.2%), 
  • We get Consumer Sentiment at 9:55 am EST (F = 83.8 vs a prior reading of 82.5), 
  • We get Business Inventories at 10 am EST (F 0.4%, last read 0.4%).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Natural Gas Inventory Review
  4. Stuff We Care About Today – HK
  5. Odds & Ends

Please click the link right below this to Continue Reading »


11
Sep

Thursday Morning – Permian Cheat Sheet

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Market Sentiment Watch: Nervous broad market, oil, and group conditions continued yesterday and we continue to watch the sideways trade evolve and plan to before getting more aggressive. Oil is opening weaker again today as IEA cuts it's global demand forecast to be in line with other sources.  In today's post please find the oil inventory review, the natural gas inventory preview, and a revised Permian Players cheat sheet.

Ecodata Watch: 

  • We get Jobless Claims at 8:30 am EST (F = 301,000, last week was 302,000),
  • We get the quarterly services survey at 10 am EST, 
  • We get the federal budget at 2 pm EST (no forecast, last read was -$148 B).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Oil Inventory Review
  4. Natural Gas Inventory Preview
  5. Stuff We Care About Today – Permian Cheat Sheet
  6. Odds & Ends

Please click the link right below this to Continue Reading »


10
Sep

Wednesday Morning – ECR, TPLM

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Market Sentiment Watch: Another slow September day on the economic data front. Energyland will likely be focused on the EU and the increasing potential for US exports along with rising pressure on OPEC leadership to quietly trim production levels.  We continue to look for noisy, sideways trading action in the group. In today's post please find the oil and natural gas inventory previews, comments on the TPLM post call sell off, comments on ECR, and some comments on OPEC and oil. 

Ecodata Watch:

  • We get Wholesale Inventories at 10 am EST (no forecast, last read of 0.3%)

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Oil Inventory Preview
  4. Stuff We Care About Today – ECR, TPLM Wrap
  5. Odds & Ends

Please click the link right below this to

Continue Reading »


09
Sep

Tuesday Morning – Macro Catalysts (Oil) Plus TPLM

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Market Sentiment Watch: Nervous market. We continue to see the E&P group in general in need of further sideways trading action (which is what we appear to be in now). In today's post please find comments on the TPLM quarter (nice beat) and the Macro Catalyst List update for oil prices along with some other odds and ends. 

Ecodata Watch:

  • We get the NFIB index at 7:30 am EST (no forecast, last read was 95.7),
  • We get Job Openings at 10 am EST (no forecast, last read was 4.7 mm).  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today – TPLM
  4. Odds & Ends

Click the link directly below this to …

Continue Reading »

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