Archive for November, 2017


OPEC Thursday

. . Market Sentiment Watch: All eyes on OPEC. In today's post please find the oil inventory review (mixed bag report, bearish side of neutral on product inventory builds but demand hits that caused them should be extremely transitory), the natural gas preview (smaller sequential and smaller YoY report expected), comments on WLL, the Bakken multiples table, and […]


Wednesday Morning – ECR, MTDR

. . Market Sentiment Watch: OPEC Meeting Eve. In today's post please find the oil inventory preview, the natural gas inventory preview (look for a sequentially smaller injection on similar weather week to week but a holiday impact on industrial demand and see pricing comments in the Commodity Watch section as we prepare to ratchet back […]


Tuesday Morning – COG

. . Market Sentiment Watch: Expect volatility as we head towards OPEC early Thursday morning. In today's post please find the oil inventory preview, more pre OPEC meeting comments, comments and an updated cheat sheet on COG, comments on CRZO, and some other odds and ends.  Ecodata Watch: We get Advance trade in goods at […]


Monday Morning – OPEC Ahead

. . Market Sentiment Watch: OPEC meeting week (our pre meeting thoughts are in the Commodities Watch section). In today's post please find additional comments in the Holdings Watch section, The Week That Was, and some other odds and ends. Expect a volatile week for oil prices and the group. Expect news flow from the […]


Wrap – Week Ended 11/24/17

. . The ZLT was up 2% last week and is down 14.5% on the year and up 15.0% in the last 3 months. The XOP was up 1.0% last week and is down 14.7% YTD.  . Questions and comments under The Wrap will be addressed in the Monday post. . The Blotter is updated.  […]

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