Archive for November, 2021


Tuesday Morning

. . In today’s post please find: comments and cheat sheet updates for SHLS and STEM, SWN adds better priced hedges to support Haynesville deal, and some other odds and ends. Ecodata Watch: We get Case-Shiller home prices at 9 am EST (no forecast, last read was 19.8%), We get Chicago PMI at 9:45 am […]


Monday Morning

. . Housekeeping Watch: Are we using the correct email address for you? We had a flurry of trades last week and if you didn’t get them it’s possible they are not going to the correct address. If you think this may be the case ping us at In today’s post please find: The […]


Wrap – Week Ended 11/26/21

. . Oddball holiday week with oil shoulder shrugging the long expected/threatened coordinated SPR release and then tripping over itself to fall over $10/bbl on massive volumes on Friday as new Covid variant Omicron was named prompting flight restrictions and concern that it’s already in Europe, Asia, and likely the U.S.  We added lightly in […]


Happy Thanksgiving – Wednesday to Friday Post

. Housekeeping Watch: Hello, we are here all day today but off Thursday and Friday. This post will grow to include both the Oil Inventory Review and the Natural Gas Storage Review sometime Wednesday afternoon. The markets are closed on Thursday – Happy Thanksgiving! And open until 1 pm EST Friday. This is usually one […]


Tuesday Morning

. . In today’s post please find: the very early read on natural gas inventories, the final So Far This Quarter edition of 3Q21, and some other odds and ends. Ecodata Watch: We get API Oil Inventories at 4:30 pm EST.  In Today’s Post: Holdings Watch Commodity Watch – coordinated SPR release (yawn) Stuff We […]

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