Archive for January, 2017


Tuesday Morning – Catalyst List Update

. . Market Sentiment Watch: Busiest week of the year continues today with more key GPD impacting data. In today's post please find the oil inventory preview (expect improving gasoline "demand" near term, the early read on natural gas storage for the week (quite week but this too shall pass), the Catalyst Watch Update Part […]


Monday Morning

. . Market Sentiment Watch: Busy busy week on the economic data front. In energyland earnings are tame this week as it's still way too early for the upstream names to begin reporting but we expect to see more pre quarter guidance updates and reserve comments.  In today's post please find The Week That Was, and […]


Wrap – Week Ended 1/27/17

. . The ZLT was up 1.7% last week and is up 1.2% on the year. Questions and comments under The Wrap will be addressed in the Monday post.  .



. . Market Sentiment Watch: Energy gained traction coinciding with timing of executive orders this week.  In today's post please find the natural gas inventory review (as expected anemic withdrawal, expect another weak one and then improvement through the early part of February), the Catalyst List Update Part VII, comments on RRC, and some other odds […]


Thursday Morning – Catalyst List Update

. . Market Sentiment Watch:nIn today's post please find the oil inventory review (noisy with end of year usual suspects in gasoline but that's about to sort itself out), the natural gas preview (much smaller than expected on the mild weather but improving near term), comments on CLB (mostly listening for the macro), Catalyst List […]

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