Archive for September, 2017


Wrap – Week Ended 9/29/17

. . The ZLT was up 2.6% last week and is down 16.5% on the year. The XOP was up 2.1% last week and is down 17.7% YTD.  . Questions and comments under The Wrap will be addressed in the Monday post.  . The Monday post will contain the Natural Gas Macro Slideshow update and […]


Friday Morning

. Market Sentiment Watch: Expecting a quiet Friday. In today's post please find comments on the natural gas storage report (smaller than expected injection and we expect an even smaller build next week), a quick cheat sheet on OMP with a few additional comments and a link back to last week's first comments on them, comments on […]


Thursday Morning – Oil Review, Natural Gas Preview plus AREX, SRCI, Wattenbergs

. . Market Sentiment Watch: Resilient / traction continues. Interesting trend change. In today's post please find the oil inventory review (unexpected crude draw brought about by tame imports, a bigger than expected bounce in throughput, and record exports while product stock changes were less bullish due to higher output and gasoline imports), the natural gas […]


Wednesday Morning – Short Covers

. . Market Sentiment Watch:  In today's post please find the oil and natural gas inventory previews (we anticipate the possibility of a significantly larger than expected oil stock build), comments on levered names that could run quickly with modestly higher oil prices,  and some other odds and ends.  Ecodata Watch: We get durable goods at 8:30 am […]


Tuesday Morning – SJT

. . Market Sentiment Watch: Oil officially in bull market.  Group continues to find traction. In today's post please find the early reads on oil and natural gas inventories, comments and a cheat sheet with mini-model for SJT, short interest stats graphs for the ZLT, and some other odds and ends.  Ecodata Watch: We get Case-Shiller […]

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