01
Jul
Wrap – Week Ended 07/01/11
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01
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01
Jul
July 2nd, 2011 at 8:39 amRe: FTK ESPH XTMCF GSFVF HEK GRH CLH…..DNR(Co2) RLE-TSXv
It's a New York state of mind
http://www.ogj.com/index/article-display/8771739518/articles/oil-gas-journal/general-interest-2/government/20100/july-2011/ny-says_frac_ban_would.html?cmpid=EnlDailyJuly12011
Not so good news, unfortunately.
July 3rd, 2011 at 8:46 amhttp://beta.news.yahoo.com/oil-spill-montanas-yellowstone-river-forces-evacuation-201145420.html
SSN elects to participate in those two CHK operated Niobrara wells across the lease line in WY for 25%.
July 3rd, 2011 at 9:22 pm$NYMO at 89.65…now very overbought, caution on call options, probability of a pullback are now materially increased…
July 4th, 2011 at 6:57 amhttp://www.calgaryherald.com/business/energy-resources/Devon+eyes+Pike+oilsands+project/5033093/story.html
A name you follow in my world.
July 4th, 2011 at 4:35 pmTuesday…
S&P Futures Near support and overnight low in the 1329-30 area. Near Resistance in the 1335.25 area.
1337.75 Acceptance, Minor CHVN, O/N High
1335.25 Resistance, CLVN, Friday VPOC
1329-30 Support, CLVN, O/N Low
1319 Support, CLVN
1315 Support,CLVN
1310.25 Support, CLVN
1308 Major Acceptance-Congestion
http://www.charthub.com/images/2011/07/05/ES_Composite
July 5th, 2011 at 7:47 amzorg — good morning… and thank you for the levels.
Credit Markets a little red about the gills this morning. US 2yr swap rate (the current “fave” indicator) is about 1 bps wider at +25.3 bps.
TED moving a little wider too at +23.3 (because US 3mo treasuries are rallying, not because LIBOR is higher).
Investment Grade credit index +1 1/4 bps wider.
High Yield credit index +5 bps wider.
Oil higher… US$ higher… equities not sure how they want to open up. But credit has a slightly sour face on, pre-equities opening.
July 5th, 2011 at 7:59 amVOC I scanned 2 reports, RAJA and RBC, over the weekend. My initial impression is that VOC is a very expensive way to buy oil, with production peaking in ’12. It is esp. levered to oil price declines after ’14 when they can not hedge any more. I will keep an eye on this one as there are several obvious ways it could blow up, not cover the distribution, etc. Details later.
July 5th, 2011 at 2:07 pm