18
Jun

Wrap – Week Ended 6/17/16

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Good to be back. 

Little change in the energy groups or the ZLT which remained up 26% on the year through week's end. 

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

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wrap 061716


13
Jun

Monday to Friday – Summer Vacation

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Market Sentiment Watch: Busy week on the economic front and global growth fears are resurfacing due to upcoming Brexit vote but it's likely to be slow news week on the energy front. Our sense is that crude and natural gas have moved overly well in the last several weeks and are due for a rest. This is place holder post. Please comment and ask questions under this post this week. 

Ecodata Watch:

  • None scheduled.

The Week Ahead:

  • Tuesday 6/14: NFIB small business index, retail sales, import price index, business inventories,
  • Wednesday 6/15: PPI, Empire State, Industrial production, Capacity utilization, Fed announcement and Yell press conference,
  • Thursday 6/16: Jobless claims, CPI, Philly Fed, current account, home builders' index,
  • Friday 6/17: Housing starts, Building permits.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today - Subscriber mailbag
  4. Odds & Ends

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


10
Jun

Friday Morning – ECR, SWM, AR

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Market Sentiment Watch: Expecting a quiet one. In today's post please find the natural gas storage review (a smaller than expected injection brought about by a) heat (gas fired generation demand was up nearly 5 Bcfgpd YoY b) lower production (down a B), and c) lower net imports on the back of higher exports to Mexico and nascent LNG volumes. Please also find comments and an updated cheat sheet on ECR, comments on SWN and AR (a win win deal for both), and some other odds and ends.  Please see the Housekeeping Watch at the bottom of today's post. 

Ecodata Watch:

  • We get Consumer Sentiment at 10 am EST  (F = 93.8, last read was 94.7), 
  • We get the Federal budget at 2 pm EST (no forecast, last read was -$84 B). 

In Today’s Post:

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

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


09
Jun

Thursday Morning – Blue Light Special

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Market Sentiment Watch: Still as quiet as expected. In today's post please find the oil inventory review: a) higher throughput and lower imports yield another sizable crude stock draw,and  b) 8,000 bopd drop in week to week lower 48 production but trend remains very much in line with our thinking and see further near term larger drops just to get to EIA's own 2Q and 3Q forecasts published earlier this week, the natural gas preview, the Blue Light Special List update, and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 270,000, last read was 267,000),
  • We get wholesale inventories at 10 am EST (no forecast, last read was 0.1%). 

In Today’s Post:

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

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


08
Jun

Wednesday Morning – CLR and NFX

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Market Sentiment Watch:  In today's post please find the oil and natural gas inventory previews, cheat sheets on Bakken / Mid Con players CLR and NFX, in preparation for the Blue Light Special and Shopping List (Gassy Edition) updates later this week, and some other odds and ends. 

Ecodata Watch:

  • We get Job Openings at 10 am EST (no forecast, last read was 5.8 mm), 
  • We get the Quarterly Report on Services at 10 am 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 - CLR cheat, NFX  cheat
  4. Odds & Ends

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

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