Archive for September, 2021


Thursday Morning – BCEI

. . Solar Interesting Reading Watch:  Commerce Department decision on solar tariffs delayed.  In today’s post please find: the oil inventory review (mixed bag, essentially neutral), the natural gas preview (consensus is looking for a bigger build now-), BCEI comments, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST […]


Wednesday Morning – Gassy Players

. . In today’s post please find: the oil inventory preview (benign report expected), the natural gas inventory preview (consensus holding for modest sequential build increase, in line with our thoughts from late last week), gassy player cheat sheet updates, and some other odds and ends. Ecodata Watch: We get Philly Fed at 9 am EST, […]


Tuesday Morning – FANG

. . Market Sentiment Watch:  Futures are nervously eyeing bond yields, especially the techy Nasdaq. Meanwhile, it’s another day in glad-we’re-not-short natural gas land. Housekeeping Watch:  Ask em if you got em.   The request line is open.  In today’s post please find: the very early read on natural gas inventories, a requested update on FANG, […]


Monday Morning

. . Market Sentiment Watch:  Eyes should still be on China, not as much regarding debt this week, but instead power (or lack thereof) and a global supply chain this will further stress.  Interesting reading regarding pinched power supply in China due to low coal supplies and tightening emissions standards to start the week off […]


Wrap – Week Ended 9/24/21

. . Turbulent week with the ZLT ending modestly green for the five days of China debt fear swoon and subsequent China oh-it’s-OK-now action. . Free Stuff Last Week: None Holdings Watch: We added to on natural gas name, and two infrastructure/solar plays last week, The Blotter is updated The Positions page is updated Numbers […]

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