Archive for June, 2017



. . Market Sentiment Watch: Energyland should be quiet today and next week in terms of news flow. Expect flow to pick up week after next. We will be posting our usual string of Catalyst List updates in advance of 2Q17 reporting season which will kick off in late July.  In today's post please find the natural […]


Thursday Morning – VNOM, CRZO

. . Market Sentiment Watch: News flow showing slight increase, expect it to die again next week and then ramp into the 2Q17 reporting season. In today's post please find the oil inventory review (small "unexpected" build in crude on higher imports and lower throughput, offset in part by a temporary dip in reported U.S. volumes, […]


Wednesday Morning

. . Market Sentiment Watch: News flow in energyland remains rare.  In today's post please find an updated ZLT Pie and other ZLT stats in the Holdings Watch section (we sold our RICE position taken in 2014 yesterday in the wake of last week's EQT buyout announcement), the oil inventory preview (elevated risk of a […]


Tuesday Morning

. . Market Sentiment Watch: It's Tuesday and we're back a day earlier than expected so this post will be thin as we got in late. Energy company news flow remains at a standstill. In today's post please some odds and ends.  Ecodata Watch: We get Case-Shiller at 9 am EST (no forecast, last read was […]


Thursday Morning Plus Post – Oil Review and Natural Gas Preview

. . Market Sentiment Watch: Energy groups remain unsupported by oil and in search of traction. Group and both oil and natural gas need more data (inventories and rigs) to gain traction.  In today's post please find: The oil inventory review: 1) more than double the expected crude draw,  2) an unexpected gasoline draw on the big […]

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