Archive for July, 2019



. . Market Sentiment Watch: In today's post please find the the natural gas review (slightly better than expected; next week look for a smaller injection), requested comments and a short form cheat sheet on DVN, comments on the SLB quarter (strong quarter, revenue beat, in line EPS, solid macro outlook), and some other odds and ends.  Ecodata Watch: […]


Thursday Morning

. . Market Sentiment Watch: In today's post please find the oil inventory review (neutral, Barry skewed production, imports, exports), the natural gas preview (getting smaller but still not down to five year average type injection rate which was to be expected given YoY growth that occurred mostly in late 2018 but it's what the market […]


Wednesday Morning – BE

. . Market Sentiment Watch: In today's post please find the oil inventory preview (API was negative but mixed overnight; today's data quality likely to be poor due to Barry), the natural gas inventory preview (getting smaller and smaller than we expected as of last Friday), comments and a cheat sheet on BE (interesting green […]


Tuesday Morning

. . Market Sentiment Watch: Fed speaks galore today with Bowman, Kaplan, Powell, and Evans speaking over the course of the day. In today's post please find comments and a CPE/CRZO pro forma cheat sheet, the early read on oil inventories (more crude and gasoline draws expected though Barry may exaggerate impacts on both sides […]


Monday Morning – Another Permian Merger

. . Market Sentiment Watch: Market eyes on a slowing China (lowest quarterly GDP growth in 27 years but June refiner record set a new record). In today's post please find The Week That Was, comments on a Permian smid-cap hookup, and some other odds and ends. Click here in case you missed The Wrap.  Ecodata Watch: […]

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