Archive for December, 2016


Wrap – Week Ended 12/23/16

. . The ZLT was off 0.5% in last week's directionless set of sessions and is up 42.6% for 2016. Look for some housecleaning trades in the last week of the year. Look for a new name coverage piece this week.  The Trading Blotter is updated.  Note the complete obliteration of the long held natural […]


Friday Morning

. . Market Sentiment Watch: Merry Christmas and Happy Hanukkah. We will be around on a limited basis this morning. Expect bored looking trading in today's session. In today's post please find the natural gas inventory review (slightly bigger than expected pull), some thoughts on natural gas a we prepare the 2017 macro outlook and some […]


Thursday Morning – PER

. . Market Sentiment Watch: Holiday light trading engaged. In today's post please find the oil inventory review (a poor quality miss on a one week bounce in imports, otherwise quite positive with record for time of year refiner throughput and strong bounced in both gasoline and distillate demand), the natural gas preview, comments on PER, […]


Wednesday Morning – EPE

. . Market Sentiment Watch:  In today's post please find the oil inventory preview (API after the close was across the board bullish … as weekly numbers go … those numbers would be welcome had they come from EIA), the natural gas inventory preview (record withdrawals around the corner), comments on a requested EPE cheat […]


Tuesday Morning – Gassy Players Update

. . Market Sentiment Watch: Expect another pre holiday slow trading session (this week most of the ecodata data arrives Thursday). In today's post please find the early read on oil inventories, a new version of the Gassy Players Update, a Gassy Players Matrix, comments on the ECR divestiture (a small deal that's no small […]

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