Archive for March, 2019


15
Mar

Week of 3/18/19-3/22/19 – Spring Break

. . Market Sentiment Watch: Spring Break. In today's post please find The Week That Was and some other odds and ends. This post will see new sections as the week progresses.  Ecodata Watch: We get home builders' starts at 10 am EST (last read was 62). We get the EIA Drilling Productivity Report at 12 […]


15
Mar

Wrap – Week Ended 03/15/19

. . The ZLT rebounded 7.5% last week to close up ~ 16% YTD Questions and comments under The Wrap will be addressed in the Monday post.  The Blotter is updated.  Have a good weekend.   


15
Mar

Friday Morning – 4Q18 So Far This Quarter Final Edition + Natural Gas Inventories

. . Market Sentiment Watch: Ides of March. In today's post please find the the natural gas review (storage now below 2018's trough level despite averaging over 10 Bcfgpd above year ago dry gas production; much smaller withdrawal expected next week as the season starts to wind down), comments on the IEA monthly, the final edition of […]


14
Mar

Thursday Morning – MRO, OPEC

. . Market Sentiment Watch: U.S. / China talks said to be delayed. Note the Iran/Venezuela/U.S. comments in the Commodity Watch section below.  In today's post please find the oil inventory review (unexpected crude draw, bigger than expected gasoline draw, shift by EIA to lower L48 oil weekly guesstimate), the natural gas preview (consensus holding out […]


13
Mar

Wednesday Morning – MR, Gassy Players Update

. . Market Sentiment Watch: Markets should be eying trade talks (lack of progress with EU, unknown real progress with China) and Brexit. In today's post please find the oil inventory preview (directionally normal report expected for EIA; API was more bullish), the natural gas preview (potentially the last of the big withdrawals of the season, […]

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