Archive for October, 2018


Wednesday Morning – LBRT

. . Market Sentiment Watch:  In today's post please find the oil inventory preview (Street is looking for another sizable crude build and product draws … starting to set the bar at a better level), the natural gas inventory early read (more deficit building expected), comments on the LBRT quarter (miss, largely discounted), brief comments […]


Tuesday Morning – PES

. . Market Sentiment Watch: Nervous market conditions persist. Within the group, we see the rapid moves lower without commodity price verification as over done and time of year related (broad market exerting a strong influence now with markets worried about a trade war escalation) and for now will largely sit on hands.  In today's post please find the […]


Monday Morning

. . Market Sentiment Watch: Much busier week on the economic data front.  This week we get reports from a wider variety of names than last week with more focused service names and some oilier names (including the first Permians) reporting. In today's post please find The Week That Was, the 3Q18 Energy Earnings Week […]


Wrap – Week Ended 10/26/18

. . Questions and comments under The Wrap will be addressed in the Monday post. The Calendar tab is updated.  The Blotter is updated.   .


Friday Morning – SWN, COG

. . Market Sentiment Watch: Volatile markets action continues (another day, another high % point swing in futures). In today's post please find the the natural gas review (bigger than expected injection but well on track for our peak level which we see as prices supportive; record exports and higher heating demand last week point to […]

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