Archive for August, 2018


31
Aug

Friday Morning – PES

. . Market Sentiment Watch: Expecting a fairly quiet day in terms of trading volumes and news flow. In today's post please find the the natural gas review (bigger than expected injection but not much of a concern as we are still nearly 600 Bcf below the five year average and demand and exports remain high … […]


30
Aug

Thursday Morning

. . Market Sentiment Watch:  In today's post please find the oil inventory review (positive report, better than expected across the board from a stocks movements, all time record gasoline demand, and a somewhat surprising move by EIA to inch back the reported Lower 48 oil production), the natural gas preview (consensus looking for an in […]


29
Aug

Wednesday Morning – RRC, Gassy Players Update

. . Market Sentiment Watch: Doldrums of summer continue with more light volume showings yesterday in the group and in the commodities. In today's post please find an updated cheat sheet for RRC, a Gassy Players update with the ECR pro forma read added to the table, and some other odds and ends.  Ecodata Watch: We get the 2Q18 GDP […]


28
Aug

Tuesday Morning – ECR

. . Market Sentiment Watch: Markets looking to D.C. on trade frameworks with Mexico and potentially Canada this week. Energyland is generally quiet this week of the year.  In today's post please find follow up comments and a pro forma cheat sheet for ECR/BRMR (deal solves a lot of ECR's troubles most pointedly debt but also ability to […]


27
Aug

Monday Morning – ECR

. . Market Sentiment Watch: Market futures pinning hopes on a U.S. / Mexico trade deal said to be "hours away" all weekend. In today's post please find The Week That Was, comments on the ECR merger, and some other odds and ends.  Ecodata Watch: We get the Chicago national activity index at 8:30 am EST […]

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