Archive for December, 2019


Wrap – 2019

. . Happy New Year! A few thoughts. 2019 was a bumpy one. A rally into spring was sold with abandon and for little good fundamental reason in the summer and early fall, only to see a sharp rally during the fourth quarter. Not terrible as we closed just under par and better than the […]


Tuesday Morning – WIOWIO

. . Market Sentiment Watch: U.S. and China to sign Phase 1 deal in the next week.  In today’s post please find the early read on oil inventories, the early read on natural gas inventories, an update of the WIOWIO (part 1),  more VWDRY orders,  and some other odds and ends. If we don’t speak […]


Monday Morning

. . Market Sentiment Watch: Energyland cautious given oil prices near Saudi attack levels. In today’s post please find The Week That Was, the 5 things, our week ahead, a debt update, two more contracts for Vestas, and some other odds and ends. In case you missed The Wrap please click here.   Ecodata Watch: […]


Wrap – Week Ended 12/27/19

. . Decent week.  ZLT up nearly 2% despite a Friday fade. Both the oil and natural gas inventory reports were out yesterday and were better than expected. Summary comments, tables, and graphs can be found in the Friday post. . The frac spread count was down 30 last week to 290 (as per frac […]


Friday Morning – ECA

. . Market Sentiment Watch: We get both inventory reports today.  In today’s post please find the oil inventory preview, the natural gas inventory preview, requested comments and an updated cheat sheet for ECA, comments on two more orders for VWDRY, and some other odds and ends. We will add some inventory tables to the […]

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