Archive for November, 2017


Wednesday to Friday Post – Happy Thanksgiving

. . Market Sentiment Watch: Expect a slow market today and for the half day session Friday.  In today's post please find the oil and natural gas inventory previews (we get oil at the normal time and natural gas at noon eastern), the Permian Players update table, and some other odds and ends.  This afternoon […]


Tuesday Morning – More Permians

. . Market Sentiment Watch: Holiday light activity within the group, light volumes, small moves, and nearly no news flow. We continue to update our thinking post quarter have been largely please . The market continues to be nervous about what OPEC will decide next week. And so we tread in place. Our sense OPEC+ extends […]


Monday Morning

. . Market Sentiment Watch: Expect a slow week as desks are increasingly unoccupied. In today's post please find The Week That Was, a set of Permian cheat sheet updates as we prepare for the full Permian Players long form table later this week (in case you missed it we posted the Permian short form table last […]


Wrap – Week Ended 11/17/17

. . The ZLT was down 4% last week, in line with to a bit better than it's energy benchmarks.  The ZLT is up 14.9% last three months and down 16.2% YTD.   We remain ~20% cash and cash equivalents. The Blotter is updated. Questions and comments under The Wrap will be addressed in the Monday […]


Friday Morning – Permian Players

. . Market Sentiment Watch: Potentially a dull day as we have equity options expiring in the middle of the month and the holidays next week. In today's post please find the natural gas inventory review (slightly bigger than expected draw yields bigger deficits to year ago and five year average stocks and yielding a 2017 […]

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