Archive for June, 2018


Friday Morning

. . Market Sentiment Watch: In energyland all eyes remained focused on supply constraints (see this week's posts for a litany of outages and expected curtailments) while the upstream group remains quiet, as expected, in the lead up to the holiday and the subsequent key 2Q18 reporting season. In today's post please find the the natural […]


Thursday Morning – RRC

. . Market Sentiment Watch:  In today's post please find the oil inventory review (monster 9.9 mm barrel crude draw, record throughput, record oil and distillate exports), the natural gas preview (expectations are roughly in line with our thoughts and the five year average for the week), an updated cheat sheet for those interested in […]


Wednesday Morning

. . Market Sentiment Watch: Energy groups continue to slowly gain traction as OPEC+ delivered the goods and the U.S. plans to crimp Iran's ability to export. Much of the fear in service appears well priced in (at least in our names) and the Permian names are awaiting the first taste of really wide differentials […]


Tuesday Morning – Gassy Players Table, OAS

. . Market Sentiment Watch: Trade war fears loom large on the broad market's mind. In energy land we continue to expect relative calm and quiet in terms of trading and news flow this week and next.  In today's post please find a gassy players update table with 6 and 12 month potentials, comments on the […]


Monday Morning

. . Market Sentiment Watch: Expecting a fairly quiet week as we wrap up the quarter. By mid July we expect to start seeing upstream 2Q18 pre-announcements. In today's post please find comments on OPEC+ from the weekend, The Week That Was, comments on SM, subscriber mailbag, and some other odds and ends.  Ecodata Watch: We get […]

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