Archive for the 'AREX' Category


Friday – CRK, GDP, AREX

. . Market Sentiment Watch:  In today’s post please find the the natural gas review (slightly bigger than expected withdrawal, our preliminary expectation is for a more modest withdrawal (but a pull, not a build) next Thursday), a cheat sheet update for CRK, a cheat sheet update for GDP, closing comments on oh so long […]


Wednesday Morning – AREX

. . Market Sentiment Watch: Energy group wants more solid data.  In today's post please find brief comments and a cheat sheet update for long unowned AREX, the oil inventory preview (API was bullish last night), the natural gas inventory preview (we again expect a smaller than consensus build), and some other odds and ends.  Ecodata Watch: We […]


Thursday Morning – AREX

. . Market Sentiment Watch: In today's post please find the oil inventory review (monster unexpected crude build but it was all exports so it's a low quality miss, both products better than expected), the natural gas preview (bigger numbers coming but it won't really ding the deficit), an updated cheat sheet for Permian gassy minnow AREX, […]


Payrolls Friday

. . Market Sentiment Watch:  In today's post please find the return of the expanded Permian multiples short form table, more specific comments in the Holdings Watch section on near term plans, the natural gas inventory review (in line withdrawal; larger withdrawal expected next week), comments on the AREX quarter (a good example of getting to […]


Thursday Morning – Oil Review, Natural Gas Preview plus AREX, SRCI, Wattenbergs

. . Market Sentiment Watch: Resilient / traction continues. Interesting trend change. In today's post please find the oil inventory review (unexpected crude draw brought about by tame imports, a bigger than expected bounce in throughput, and record exports while product stock changes were less bullish due to higher output and gasoline imports), the natural gas […]

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