Archive for August, 2017



. . Market Sentiment Watch: Most eyes on Harvey. In today's post please find the natural gas review (essentially in line, erosion of the surplus to the five year average is nearly complete having traveled from over 400 Bcf above it in the spring to just 45 BCf now), the short form multiples table for the Permian […]


Thursday Morning – LLEX

. . Market Sentiment Watch: In today's post please find the oil inventory review (in line crude draw despite surge in imports (largely VZ), lower reported EIA guesstimate of oil production growth,  bigger than expected gasoline draw despite strong production, and as expected distillates), the natural gas preview (expecting a sub 5 year average build), comments […]


Wednesday Morning

. . Market Sentiment Watch: Waiting for traction. In today's post please find the oil inventory preview (Consensus looking for another sizable crude draw and flattish products though API pointed to larger product builds which dent sentiment while not really taking much away from current YoY deficits), requested comments on NOG, and some other odds and ends.  […]


Tuesday Morning – XOG

. . Market Sentiment Watch: In today's post please find the oil inventory preview (early read reflects another week of across the board draws with crude again the headlining number), the natural gas preview (as expected a more modest build this week on better weather and solid demand and a lack of further dry gas volume […]


Monday Morning

. . Market Sentiment Watch: Energyland continues to seek traction in the wake of the 2Q17 reporting period with the stocks notably underperforming a solidifying domestic crude inventory situation and commodity performance. This dichotomy rarely lasts long and our sense is that stability in the commodities will lend support to equities near term.  In today's […]

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