17
Feb

T.G.I.F.

Print Friendly

.

.

Market Sentiment Watch: Expect a dull options expiry driven session. In today's post please find the natural gas inventory review (sub expectations withdrawal pushes another new 2017 low price test), comments on the PES quarter (miss on one time items but activity ramp is at hand and accelerating), a wrap up cheat sheet and thoughts on LPI (good stuff), and some other odds and ends.   The market is closed on Monday for Washington's birthday so enjoy the three day weekend.  

Ecodata Watch:

  • We get Leading economic indicators at 10 am EST (no forecast, last read was 0.5%),
  • We get Advance services for 4Q at 10 am EST (no forecast). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Natural Gas Inventory Review 
  4. Stuff We Care About Today - PES, LPI
  5. Odds & Ends

Click the link directly below this to ...  Continue Reading »


16
Feb

Thursday Morning – LPI

Print Friendly

.

.

Market Sentiment Watch:  In today's post please find the oil inventory review (mixed bag with imports coming off recent too high and unsustainable levels, a new easily record high for crude on the positive side but lower demand for gasoline apparently due to weather as gasoline exports shot anomalously lower produced another build even as production weakened with throughput and imports into the East Coast cratered), the natural gas preview, comments on the LPI quarter (nice beat, boosted type curves, beat and raise set up), comments on the XEC quarter (in line quarter and guidance), and some other odds and ends. 

 

Ecodata Watch:

  • We get Jobless Claims at 8:30 am EST (F = 246,000, last week was 234,000),
  • We get Housing Starts at 8:30 am EST (F = 1.235 mm, last month was 1.226 mm),
  • We get Building Permits at 8:30 am EST (no forecast, last month was 1.220 mm),
  • We get Philly Fed at 8:30 am EST (F = 18.0, last read was 23.6). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Oil Inventory Review 
  4. Stuff We Care About Today - LPI, XEC
  5. Odds & Ends

Click the link directly below this to ...  Continue Reading »


15
Feb

Wednesday Morning

Print Friendly

.

.

Market Sentiment Watch: Avalanche of economic data and day 2 for Yellen testimony.  In today's post please find comments on FANG (beat and raise (and well above Street) but with higher capex as well), VNOM (beat but guidance below Street), comments on LPI, and some other odds and ends. 

Ecodata Watch:

  • We get CPI at 8:30 am EST (Core forecast = 0.2%, headline forecast is 0.3%, both in line with last month),
  • We get Retail Sales at 8:30 am EST (headline forecast of 0.2% vs 0.6% last month, ex autos forecast of 0.5% vs 0.2% last month),
  • We get Empire State at 8:30 am EST (no forecast, last read was 6.5),
  • We get Industrial Production at 9:15 am EST (F = -0.4%, last read was +0.8%),
  • We get Capacity Utilization at 9:15 am EST (F = 75.1%, last read was 75.5%),
  • Janet Yellen testifies at 10 am EST
  • We get the Home Builders' index at 10 am EST (no forecast, last read was 67),
  • We get Business Inventories at 10 am EST (no forecast, last read of 0.7%). 

In Today’s Post:

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

Click the link directly below this to ...  Continue Reading »


14
Feb

Tuesday Morning

Print Friendly

.

.

Market Sentiment Watch: All eyes on Yellen as bond market nervously awaits semi annual testimony (fear of a March rate hike is still fairly low as is faith in 3 hikes in 2017).  In today's post please find comments on GPOR (in line, guidance a touch soft, not much to see here), NBL (big DJ wells), brief comments on a NFX from a presentation filed yesterday, comments on CPE, and some other odds and ends. 

Ecodata Watch:

  • The NFIB index came in at 105.9 vs 105.0 expected,
  • We get PPI at 8:30 am EST (F = 0.3%, last read was 0.3%),
  • Janet Yellen testifies before the Senate Banking Committee at 10 am EST. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today – GPOR, NBL, NFX, CPE
  4. Odds & Ends

Click the link directly below this to ...

Continue Reading »


13
Feb

Monday Morning – OPEC

Print Friendly

.

.

Market Sentiment Watch: Busy week on the economic data front and Yellen's testimony may sway markets while invoke tweets of a presidential nature. In energyland earnings being to trickle out a little more quickly this week before the flood of earnings hits over the next two weeks.  In today's post please find comments on the OPEC Monthly, The Week That Was, and some other odds and ends. 

Ecodata Watch:

  • No economic data release scheduled. 

The Week Ahead: 

  • Tuesday - NFIB small business, PPI, Yellen testimony, 
  • Wednesday - CPI, retail sales, Empire State, Industrial production, Yellen testimony day 2, Home builders' index, business inventories, 
  • Thursday - Jobless claims, Housing starts, building permits, Philly Fed,
  • Friday - Leading economic indicators.  

In Today’s Post:

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

Click the link directly below this to ...

Continue Reading »

Zman’s Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette

s2Member®
Get Adobe Flash player