Archive for September, 2018


Monday Morning

. . Market Sentiment Watch:  Oil rose in the wake of the OPEC+ meeting yesterday in which no increase in output was agreed upon or viewed as currently needed. Brent is at a 4 year high this morning.  Both Brent and WTI are now seen by major trading houses as in danger of potentially trading sharply higher through […]


Wrap – Week Ended 09/21/18

. . The ZLT ended up 5% on the week.  Questions and comments under The Wrap will be addressed in the Monday Post.  The Blotter is updated.  .


Friday Morning

. . Market Sentiment Watch: Energy market eyes focused on OPEC+ in Algiers on Sunday.  In today's post please find the the natural gas review (essentially in line build that kept the deficit to the five year average within a short put of 600 Bcf; gas responded favorably, next week look for a smaller injection), […]


Thursday Morning

. . Market Sentiment Watch: Certain energy groups finding traction on firm oil, better differentials in the Permian, and less fear surrounding service activity levels. In today's post please find the oil inventory review (record throughput for time of year, record low net imports for time of year, strong product demand), the natural gas preview (no […]


Wednesday Morning

. . Market Sentiment Watch: Quiet news flow day. In today's post please find the oil inventory preview, the natural gas inventory preview, comments and an updated pro forma cheat sheet for SWN, and some other odds and ends.  Ecodata Watch: We get Housing Starts at 8:30 am EST (F = 1.243 mm, last read was 1.168 mm), […]

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