Archive for August, 2018


Wrap – Week Ended 08/24/18

. . The Blotter is updated. Links to this week's SA posts: Magnolia Diamondback Questions and comments under The Wrap will be addressed in the Monday post.  .


Thursday and Friday

. . Market Sentiment Watch:  In today's post please find the oil inventory review (neutral report – bigger than expected crude draw on near record throughput and a sharp pull back in imports, solid product demand but builds for both gasoline and distillates on weak exports and record for time of year product make respectively), […]


Wednesday Morning – COG, SWN

. . Market Sentiment Watch: In today's post please find cheat sheet updates and brief post quarter comments for COG and SWN (a little bit of both ends of the gassy upstream spectrum), the oil inventory preview (Street looking for a benign set of numbers) and the natural gas storage preview for Thursday (consensus is […]


Tuesday Morning – EPE, VNOM, MGY

. . Market Sentiment Watch: Another slow summer day in terms of economic and energy related data. In today's post please find the oil inventory preview, comments and a cheat sheet on EPE, comments and an updated VNOM mini model, comments on MGY's accretive deal in their backyard, and some other odds and ends.  Ecodata Watch: No […]


Monday Morning

. . Market Sentiment Watch: Much slower week on the economic data front and a slow week in terms of reports of energy tracking organizations.  We should see some minor press release activity out of Enercom's big conference this week but after FANG's acquisition of EGN expect quieter news flow over the next two week. In […]

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