14
Oct

Wrap – Week Ended 10/13/17

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Commodities rose late in the week. Group equities largely did not follow. Overall, pretty quiet. See details in Monday's The Week That Was segment. 

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

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The Blotter is updated. 

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Catalyst List Updates Parts 1 to 4 have been added to the E&P Catalyst Watch link at upper left. 

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Have a good weekend. 

 


13
Oct

T.G.I.F.

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Market Sentiment Watch: Quite group this week. Expect news flow to begin picking up next week. In today's post please find the natural gas inventory review (above early week expectations but in line with the most recent ones - our thoughts on peak storage are unchanged - see below and we note that natural gas in storage now sits at the fifth highest position for this week of the year in the last decade which speaks to strong demand despite the recent mildness when one considers we had record peak levels just last year), the oil inventory review (better than expected draw down of crude stocks even with a dip in exports and rise in imports, record for time of year gasoline but an unexpected build in gasoline stocks on still Harvey strong imports, and another draw on distillate stocks which increasingly sets them up in a price supportive stance for winter), the Catalyst List Update Part 4, and some other odds and ends. 

Ecodata Watch:

  • We get CPI at 8:30 am EST (headline F = 0.6%, last read was 0.4%, Core F = 0.2%, last read was 0.2%),
  • We get retail sales at 8:30 am EST (headline F = 1.9%, last read was -0.2%, ex autos F = 0.8%, last read was 0.2%),
  • We get consumer sentiment at 10 am EST (F = 95.0, last read was 95.1),
  • We get business inventories at 10 am EST (no forecast, last read was 0.2%). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Natural Gas Inventory Review 
  4. Oil Inventory Review
  5. Stuff We Care About Today - Catalyst List Update Part 4, Z4 4Q17 contest
  6. Odds & Ends

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


12
Oct

Thursday Morning – Dualing Oil and Natural Gas Inventory Reports, Catalyst List Update Part 3

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Market Sentiment Watch: Early group weakness expected after weak API last night and despite strong longer term views out of OPEC and EIA yesterday and IEA today. Group seeking to maintain traction. In today's post please find the oil inventory preview (benign report expected, potential for downside risk is elevated on a pullback in exports and therefore higher net imports), the natural gas storage preview (consensus  has increased all week long towards a much bigger than recent weeks build), the Catalyst List Part 3 update, and some other odds and ends. 

Ecodata Watch:

  • We get Jobless claims at 8:30 am EST (F = 250,000, last read was 260,000),
  • We get PPI at 8:30 am EST (F = 0.4%, last read was 0.2%). 

In Today’s Post:

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

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


11
Oct

Wednesday Morning – Catalyst List Update Part 2

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Market Sentiment Watch: Group clinging to traction as more important data arrives for oil. In today's post please find comments on the OPEC Monthly (increased 2017 and 2018 demand, lower non OPEC supply for 2017 and 2018, and higher call on OPEC for 2017 and 2018 ... all price supportive elements), the Catalyst List part 2 update, and some other odds and ends. 

Ecodata Watch:

  • We get Job Openings at 10 am EST (no forecast, last read was 6.2 mm),
  • We get the FOMC minutes at 2 pm 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 - Catalyst List Update Part 2
  4. Odds & Ends

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


10
Oct

Tuesday Morning – Catalyst List Update Part 1

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Market Sentiment Watch: Another slow economic news day.  In energyland we are on the eve of additional data that should be supportive of  the recent traction in the group. In today's post please find the Catalyst List update part I (expect to see a number of these as we count down to third quarter), the Z4 4Q performance contest, and some other odds and ends. 

Ecodata Watch:

  • The NFIB small business index came in at 103.0 vs last month's 105.3. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today –  Catalyst List Update 1, ZLT 4Q17 Contest, CPE 
  4. Odds & Ends

Click the link directly below this to ...

Continue Reading »

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