Archive for March, 2013


Wrap – Week Ended 3/29/13

      Natural Gas Production Summary charts have been added below the usual weekly wrap, please scroll down. We'll have full notes in the Monday post but note: the decline in the net short speculative natural gas position this year, that the gas directed rig count fell below 400 for the first time this […]


Thursday Morning – End of 1Q13

      Market Sentiment Watch:  Eurozone fears continue to keep market on simmer, counterbalanced by ongoing string of somewhat better than expected ecodata releases (not so much today, but in recent weeks). In today's post please find the oil inventory review (playing out as expected) and the natural gas inventory preview (playing out a […]


Wednesday Morning – Bakken Player Update

  Market Sentiment Watch: Europe's eyes shift to Italy's inability to form a government. News flow remains slow in energy land although the post 4Q reporting period sell off has been fairly mild and many names in various parts of E&P land are pushing to new highs (on both the oily and the gassy sides […]


Tuesday Morning – Catalyst Update Part IV

  Market Sentiment Watch:  Eurotrashcontagionreemgence fear continues yielding a lackluster market backdrop while in energyland, news flow remains subdued leaving the group somewhat adrift which is fairly typical for this time of year. We expect rising estimates and targets for both oily and gassy names as the mark to market season for analysts kicks in […]


Monday Morning

    Market Sentiment Watch: Holiday shortened week ahead and Cyprus bailout deal will dominate market mood. The deal which is acceptable to the EU and doesn't need parliament's approval is likely to take the lid off the S&P500 which should follow the DJIA into record territory. In energy land the lingering winter weather seems to […]

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