Archive for May, 2016


Tuesday Morning

. . Market Sentiment Watch: Busy week on the economic data front as key data will be released and rehashed by the financial press as they make their guesses regarding the likelihood of a June or July rate hike. In energyland, this is traditionally a very quiet week in terms of news flow from the upstream players. […]


Wrap – Week Ended 05/27/16

. . The ZLT was up 3% last week and is up 24.5% on the year. The XOP was up 2% on the week and is up 16.6% on the year.  The Blotter is updated. The Positions tab is updated. .   .



. . Market Sentiment Watch: Expect a dull trading day as traders skate early to stretch the long weekend. In today's post please find the natural gas review (essentially in line, near lows for time of year),  a wrap and cheat on Eagle Ford player CRZO who has long been a Core piece of the ZLT and […]


Thursday Morning – Permian Players Update

. . Market Sentiment Watch: Energyland likely in need of a near term pause, may get that with OPEC meet and greet next week. In today's post please find the natural gas inventory preview (set for another sub average injection and we'll get new weekly supply and demand data from a new source this afternoon), the oil […]


Wednesday Morning

. . Market Sentiment Watch: Light day on the economic front.  In today's post please find the oil inventory preview (imports a bigger question mark for the next few weeks to the downside, expecting an all time record for gasoline demand near term, and continued 30,000 bopd-ish per week drop in Lower 48 oil production), the […]

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