Archive for December, 2019


Wrap – Week Ended 12/14/19

. . Much. Better. Tone. The ZLT was up sharply this week. The blotter is updated. The positions page is updated. Need A Last Minute Gift Idea?  Give the gift of energy knowledge to someone for just $30 for a month (over 50% off the webstand price). We cover upstream U.S. plays and players, the […]


Friday Morning

. . Market Sentiment Watch: Better sentiment for the group than in several months. In today’s post please find the natural gas review (in line withdrawal; bigger next week but still below year ago level; note we saw another record week for net exports this week), a set of shale play graphs (dry gas volumes […]


Thursday Morning – Oil Inventory Review, FLMN, VWDRY

. . Market Sentiment Watch: Market watching for U.S. comments today on the December 15th tariffs. In today’s post please find the oil inventory review (negative headline numbers, mixed bag internals), the natural gas preview, cheat sheet update for FLMN, comments on VWDRY (another day, another order but see also Denmark’s 10 GW artificial island […]


Wednesday Morning – OPEC, LBRT

. . Market Sentiment Watch:  In today’s post please find the oil inventory preview (API was fairly bearish looking as weekly numbers go), some interesting graphs on the EIA STEO data released yesterday (EIA is back to reducing the forecast again), the natural gas inventory preview, the OPEC Monthly review (basically no change from last […]


Tuesday Morning – Debt Stats, LPI, MR

. . Market Sentiment Watch: Futures fall on word of a delay of deal in China as USMCA takes front seat.   In today’s post please find the early read on oil inventories, the early read on natural gas inventories, comments on gassy player debt levels, comments on LPI Z4 upside targets with a new […]

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