Archive for December, 2014


Monday Morning

. . Market Sentiment Watch: Look for the typical slow week.  We'll have our annual end of year commodity price outlooks out later this week for oil and next week for natural gas. Normally this is a very quiet week in terms of energy news flow but we do expect additional capital program announcements both […]


Wrap – Week Ended 12/19/14 (in progress)

. . Comments and questions under the wrap will be addressed in the Monday post.    . A few notes: Oil Rig drop. The drop in rigs has begun in the lower 48 although it's in part normal seasonality. Look for rig counts on the oil side to move lower through at least April.  We see […]



. .   Market Sentiment Watch: Three days in a row of green energy screens are far from a trend but are at least a nice change of pace. Look for a more boring session today as we have option expiry, a lack of fresh ecodata, and last minute holiday shopping or it won't be delivered on time […]


Thursday Morning

. . Market Sentiment Watch: Nice to have two whole green days in the same week but nervous market conditions will take time to wear off.   In today's post please find the natural gas inventory preview, the oil inventory review (mixed bag, watching crude inventory levels in light of slightly higher than expected 3Q and now 4Q14 […]


Wednesday Morning – CRC

. . Market Sentiment Watch: Yellen in focus with everyone asking whether or not the qualifier "considerable time" is out of time. We note that the expected avalanche of capital program and volume guidance for 2015 is taking longer than expected to hit the tape likely to due to the velocity of the drop in oil prices that […]

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