Archive for July, 2016


Wrap – Week Ended 7/29/16

. . The ZLT closed the week up 0.4% and is up 26.4% on the year. The XOP closed up 0.2% and is up 13.3% on the year.  The Blotter is updated.  We're half way through the 2Q16 energy reporting season and the real tsunami of reports hits in the coming week. Please see the […]



. . Market Sentiment Watch:  In today's post please find the natural gas inventory review (lower than expected injection (again) on the back of peak summer heat and strong export and generation demand, an updated look at shale gas (getting hard to ignore the declines now), comments on the COG quarter (better than expected quarter on […]


Thursday Morning – Oil Review, Natural Gas Preview plus WLL, PXD

. . Market Sentiment Watch: Yesterday the Fed took a pass on a hike as expected but outlined a bit stronger economic picture and you can see the differences between the prior month's statement and this one here. In today's post please find the oil inventory review headline by: (a) an unexpected oil inventory build on the […]


Wednesday Morning – RRC

. . Market Sentiment Watch: Fed decision day. Expect no change. In energyland, earnings move back to center stage for the upstream space while product inventories will be the primary focus of today's EIA report.  In today's post please find comments on the RRC 2Q16 results (strong, reiterating guidance but big increase in well recoveries), comments […]


Tuesday Morning – SRAQ/CDEV, VNOM

. . Market Sentiment Watch: Economic data picks up today and into the rest of the week.  Fed meets today and tomorrow but that should be a non event. In energy land, earnings announcements begin to pick up again today and accelerate Wednesday before the real tsunami of earnings hit by mid next week in […]

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