Archive for September, 2016


Wrap – Week Ended 09/23/16

. . Last week the ZLT was down 0.7% (all of the drop occurring on Friday) and is up 30.7% year to date. The XOP was flat on the week and is up 19.6% on the year.  Questions and comments under The Wrap will be addressed in the Monday post.  .


Friday Morning – Permian Players

. . Market Sentiment Watch: Energyland remains quiet.  In today's post please find the natural gas storage review (another smaller than expected injection as the erosion of the storage overhang continues on the back of high Industrial and Electrical demand), an updated and expanded Permian Players Table, and some other odds and ends.  Ecodata Watch: We get the […]


Thursday Morning

. . Market Sentiment Watch: The Fed came and announced the expected no change move and Yellen's comments prompted a move lower in the dollar even with the acknowledgement that a rate is now more likely prior to year end. Noise in our view.  In today's post please find the oil inventory review (key points: a) much […]


Wednesday Morning

. . Market Sentiment Watch: Fed announcement day. Energy land news flow remains low. In today's post please find the oil inventory review (expecting a crude build on a bounce in imports but API noted another sharp drop in crude stocks last night so we'll see … keys are strong product demand and a lack of […]


Tuesday Morning

. . Market Sentiment Watch: As expected, market and group in wait and see mode regarding Yellen's press conference tomorrow. News flow in the group remains slow and we would expect it to begin to pick up next week again. In today's post please find a requested quick look at QEP, the early read on oil […]

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