Archive for February, 2017


Tuesday Morning – More 4Q16 Earnings

. . Market Sentiment Watch: Big day on the economics front ending in the president's comments on a proposed top line budget this evening.  In today's post please find comments on the quarterly reports for CPE (modest quarterly miss, a 2017 guidance boost, additional zone at Monarch now flowing), EOG (big EBITDA beat, guidance is light […]


Monday Morning

. . Market Sentiment Watch: Busy week on the economic data front. With 1Q17 nearly two-thirds in the books energyland performance has been unexpectedly weak despite as expected oil pricing. We get another slew of earnings this week as the season approaches the half way point but so far expectations have largely been met.  In […]


Wrap – Week Ended 2/24/17

. . The ZLT was off 5% last week and is off 8.9% YTD.  The XOP and XNG were off 4% and 5% respectively last week and are off 8.5% and 8.6% respectively YTD.  U.S. front month crude was flat last week and is essentially flat on the year while the 12 month strip was flat […]


Friday Morning

. . Market Sentiment Watch: Energy group appears set to fill OPEC gap. In today's post please find the natural gas inventory slide show (slightly bigger than expected withdrawal but current mildness clouds sentiment), the oil inventory review (big drop in imports and big spike in crude exports along with better looking gasoline and distillate draw […]


Thursday Morning – Earnings Avalanche Plus Dualing Inventory Reports

. . Market Sentiment Watch: Sentiment remains poor. Energy sector continues into third month of under-performance after a strong 2016.  We are now in the middle of earnings season and we have not received the expected ramp into the reports that was expected with higher prices, a ramp that would normally make sense given the lack of real […]

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