19
Jul

T.G.I.F.

Print Friendly, PDF & Email

.

.

Market Sentiment Watch: In today's post please find the the natural gas review (slightly better than expected; next week look for a smaller injection), requested comments and a short form cheat sheet on DVN, comments on the SLB quarter (strong quarter, revenue beat, in line EPS, solid macro outlook), and some other odds and ends. 

Ecodata Watch:

  • We get Consumer Sentiment at 10 am EST (F = 99.0, last read was 98.2).

In Today’s Post:

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

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


18
Jul

Thursday Morning

Print Friendly, PDF & Email

.

.

Market Sentiment Watch: In today's post please find the oil inventory review (neutral, Barry skewed production, imports, exports), the natural gas preview (getting smaller but still not down to five year average type injection rate which was to be expected given YoY growth that occurred mostly in late 2018 but it's what the market wants to see, just lower injections that what we have been seeing), update cheats for the Permian Players Group 1 and the Gassy Players, and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 220,000, last read was 209,000),
  • We get Philly Fed at 8:30 am EST (no forecast, last read was 0.3),
  • We get leading economic indicators at 10 am EST (no forecast, last read was 0.0%).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Oil Inventory Review 
  4. Stuff We Care About Today - Permian Player Multiples, Gassy Player Multiples, 2020 election 
  5. Odds & Ends

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


17
Jul

Wednesday Morning – BE

Print Friendly, PDF & Email

.

.

Market Sentiment Watch: In today's post please find the oil inventory preview (API was negative but mixed overnight; today's data quality likely to be poor due to Barry), the natural gas inventory preview (getting smaller and smaller than we expected as of last Friday), comments and a cheat sheet on BE (interesting green story (our third now covered)), and some other odds and ends. 

Ecodata Watch:

  • We get Housing Starts at 8:30 am EST (F = 1.244 mm, last read was 1.269 mm),
  • We get building permits at 8:30 am EST (F = 1.3 mm, last read was 1.294 mm),
  • We get the Beige Book 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 - BE
  4. Odds & Ends

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


16
Jul

Tuesday Morning

Print Friendly, PDF & Email

.

.

Market Sentiment Watch: Fed speaks galore today with Bowman, Kaplan, Powell, and Evans speaking over the course of the day. In today's post please find comments and a CPE/CRZO pro forma cheat sheet, the early read on oil inventories (more crude and gasoline draws expected though Barry may exaggerate impacts on both sides of the ledger), the early read on natural gas inventories (smaller build expected vs our expectation of a slight bigger build, and some other odds and ends. 

 

Ecodata Watch:

  • We get Retail sales at 8:30 am EST (F = 0.1%, last read was 0.5%); (ex autos F = 0.1%, last read was also 0.5%),
  • We get import prices at 8:30 am EST (no forecast, last read was -0.3%),
  • We get industrial production at 9:15 am EST (F = 0.1%, last read was 0.4%),
  • We get capacity utilization at 9:15 am EST (F = 78.0%, last read was 78.1%),
  • We get inventories 10 am EST (no forecast, last read was 0.5%),
  • We get the NAHB home builders' index for July at 10 am EST (no forecast, last read was 64). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today –  CPE/CRZO pro forma
  4. Odds & Ends

Click the link directly below this to ...

Continue Reading »


15
Jul

Monday Morning – Another Permian Merger

Print Friendly, PDF & Email

.

.

Market Sentiment Watch: Market eyes on a slowing China (lowest quarterly GDP growth in 27 years but June refiner record set a new record). In today's post please find The Week That Was, comments on a Permian smid-cap hookup, and some other odds and ends. Click here in case you missed The Wrap. 

Ecodata Watch:

  • We get Empire State at 8:30 am EST (no forecast, last read was -8.6),
  • We get the EIA Drilling Productivity Report at 12 pm EST.

The Week Ahead: 

  • Tuesday - Retail sales, import prices, industrial production, capacity utilization, inventories, home builders' index, 
  • Wednesday - Housing starts, building permits, Beige Book, 
  • Thursday - Jobless claims, Philly Fed, leading economic indicators, 
  • Friday - Consumer sentiment.  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today –  CPE / CRZO, PES
  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®