22
Aug

Monday Morning

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Market Sentiment Watch: Economic data starts slow and ends with a Yellen speech in this second to last week of the official summer trading season. Data and this speech may rekindle broad market fears of rate hikes as traders start to think about the final quarter of the year. In energy land, there is not much in the way and news worthy news this time of year and given the run crude has had we'd expect a bit of profit taking to ensue prior to thoughts of September and a possible meeting between large players from OPEC and Non OPEC nations. In today's post please find The Week That Was, a cheat sheet update for WLL, and some other odds and ends. This week look for additional cheat sheet updates and Players piece updates. 

Ecodata Watch:

  • No economic data release scheduled. 

The Week Ahead: 

  • Tuesday: Markit PMI (flash), New Home sales, 
  • Wednesday: Existing Home sales, 
  • Thursday: Jobless claims, durable goods, core capital goods orders, Markit services PMI (flash),
  • Friday: 2Q GDP revision, advance trade in goods, consumer sentiment, Janet Yellen speech at Jackson Hole.  

In Today’s Post:

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

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20
Aug

Wrap – Week Ended 08/19/16

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The ZLT ended the week up 4% and is up 38.5% year to date. 

The XOP ended the week up 5% and is 24.9% year to date. 

The Blotter is updated.

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wrap 081916


19
Aug

T.G.I.F.

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Market Sentiment Watch: Expect a dull boy session as we have no new economic data, a dearth of additive news (it's still summer and post reporting season), and option expiry this weekend. We'll be here doing some light post quarter reading.  In today's post please find the natural gas inventory review (another in a series of weekly smaller than expected injections as we continue to rapidly eat away at the storage surplus aided by ongoing high Electrical and Industrial demand as well as lower net imports), comments on WPX, and some other odds and ends. 

Ecodata Watch:

  • No economic release scheduled. 

In Today’s Post:

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

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18
Aug

Thursday Morning – Oil Inventory Review and Natural Gas Inventory Preview

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Market Sentiment Watch: Expecting slow days into the end of the week, especially tomorrow with no economic data and option expiry. In today's post please find the oil inventory review (bigger than expect oil and gasoline drawdowns made for good headline numbers (especially since gasoline stocks are now well on their way to normalizing) while a "True Up" in U.S. production to better align with EIA monthly data caused a kink up in the production profile which will now need to fall a bit faster again to meet EIA's own STEO thoughts and our view of reality (which is that EIA is over doing it on the rig efficiency and well productivity equations)), the natural gas preview (consensus looking for a half normal sized injection), comments on AREX, and some other odds and ends. 

 

Ecodata Watch:

  • We get Jobless Claims at 8:30 am EST (F = 265,000, last read was 266,000), 
  • We get Philly Fed at 8:30 am EST (F = 2.0, last read was -2.9), 
  • We get Leading Indicators at 10 am EST (no forecast, last read was 0.3%). 

In Today’s Post:

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

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17
Aug

Wednesday Morning

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Market Sentiment Watch: Summer doldrums continue with Fed minutes the only highlight today. In energyland, gasoline demand and stocks and refiner utilization will be front and center in today's report. In today's post please find updated cheat sheets for PE (new shares offering, new bonds placed, and new acreage), CXO (new shares offered, placed, bond redemption, and new acreage), an updated Permian Players table to incorporate the noted changes, and some other odds and ends. 

Ecodata Watch:

  • We get the FOMC minutes from July at 2 pm EST. 

In Today’s Post:

  1. Holdings Watch - ZEB Positions
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - PE, CXO, Permian Players Table Re Update
  4. Odds & Ends

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