Archive for January, 2022


Wednesday Morning – All Eyes on Fed (and Wind and Oil Service)

. . Market Sentiment Watch: Nervous market conditions In today’s post please find: the oil inventory preview (looking for product builds (especially gasoline) to begin to normalize), the natural gas inventory preview (over 200 Bcf withdrawal expected, likely another 200+Bcf pull next week as well), comments on the RES quarter (beat), VWDRY outlook comments, and […]


Tuesday Morning

. . Market Sentiment Watch: Nervous market conditions.  In today’s post please find: the very early read on natural gas inventories (another 200+ Bcf pull on the way, likely followed by another 200 Bcf range one next week as well), the first edition of So Far This Quarter 4Q21, a quick frac player comp table, […]


Monday Morning

. . Market Sentiment Watch: Big week for data and Fed press conference on market’s mind along with Ukraine. In today’s post please find: The Week That Was, The Five Things, comments on the HAL quarter, and some other odds and ends. In case you missed The Wrap please click here. Ecodata Watch: We get […]


Wrap – Week Ended 1/21/22

. . After a strong start to the new year energy (old and new school) sagged sharply in the holiday shortened week, taking a cue from the ongoing weak start from the broad markets for 2022. We largely sat on hands with minor exceptions noted below. . Free Stuff Last Week: None.  We have a […]


T.G.I.F – Dueling Inventory Reports, SLB, CRGY

. . Market Sentiment Watch:  Nervous market conditions starting to impact traditional energy segments. Profit taking and profit protection are creating opportunities to add to positions.  We frequently add when others are selling but we are adding more slowly in the near term. Housekeeping Watch:  Are we using the correct email for you?  If you’re […]

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