07
Jun

Thursday Morning – REI

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Market Sentiment Watch:  In today's post please find the oil inventory review (weak report as weeklies go, see details and comments below), the natural gas preview (Street still expecting a smaller than year ago, smaller than 5 year average injection report), comments on REI, and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 225,000, last read was 221,000),
  • We get consumer credit at 3 pm EST (no forecast, last read was $12 B).

In Today’s Post:

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

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06
Jun

Wednesday Morning – NFX

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Market Sentiment Watch: Improved energy sentiment in holding pattern. In today's post please find the oil inventory preview (smaller than expected oil and gasoline draws expected), the natural gas inventory early read (consensus expecting a number well below us, nice if right), comments and a cheat sheet NFX (another in our series of notably non Permian names), and some other odds and ends. 

Ecodata Watch:

  • We get the trade deficit at 8:30 am EST (F = -$48.8 B, last read was -$49.0 B),
  • We get productivity at 8:30 am EST (F = 0.6%, last read was 0.7%),
  • We get unit labor costs at 2.9%, last read was 2.7%). 

In Today’s Post:

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

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05
Jun

Tuesday Morning

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Market Sentiment Watch: Energy markets remain unsettled. Reports out today that the U.S. has "quietly" asked some OPEC players to increase oil production. In today's post please find the early read on oil inventories, comments and a cheat sheet update for MTDR, Permian Players Hedge Table, and some other odds and ends. 

Ecodata Watch:

  • We get ISM nonmanufacturing at 10 am EST (no forecast, last read was 56.8%),
  • We get job openings at 10 am EST (no forecast, last read was 6.6 mm). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today –  MTDR, Permian Hedge Table

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04
Jun

Monday Morning

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Market Sentiment Watch: Lighter week on the economic data front. Trade war fears remain a off again, on again focus. In energyland eyes remain split between OPEC and OPEC+ comments and the Permian differentials. In today's post please find The Week That Was, subscriber mailbox comments, comments from MTDR on flow assurance and more, and some other odds and ends.

Ecodata Watch:

  • We get factory orders at 10 am EST (no forecast, last read was 1.6%). 

The Week Ahead: 

  • Tuesday - ISM nonmanufacturing, job openings, 
  • Wednesday - Trade deficit, productivity, unit labor costs, 
  • Thursday - Jobless claims, consumer credit, 
  • Friday - Wholesale inventories.  

In Today’s Post:

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

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Continue Reading »


02
Jun

Wrap – Week Ended 06/01/18

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The ZLT was off 0.2% on the week as a fairly sharp Permian retreat offset gains elsewhere in the portfolio. The Blotter is updated.

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Questions under The Friday post (late) and questions under The Wrap will be addressed in the Monday post.

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Not a subscriber? It's a good time to change that. See the How To ZEB link at left for details or just sign up at upper right. 

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