Archive for the 'Gassy' Category


27
Sep

Friday Morning

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. . Market Sentiment Watch: Quiet into quarter end. In today’s post please find the the natural gas review (bigger than expected injection, bigger build next week), the Gassy Players update, and some other odds and ends. Ecodata Watch: We get durable goods at 8:30 am EST (F = -0.7%, last read was 2.1%), We get […]


10
Sep

Tuesday Morning – Gassy Players Update

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. . Market Sentiment Watch: Energy gaining traction with a good amount of short covering in progress; see thoughts on this week’s oil news flow in the Commodity Watch section.  In today’s post please find an updated cheat sheet for high margin gassy player CRK, the Gassy Player update, a couple of other cheat sheet […]


21
Aug

Wednesday Morning – Gassy Players Update

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. . Market Sentiment Watch:  In today’s post please find the oil inventory preview (API was more positive this week), the natural gas inventory preview, the Gassy Players Short Form update (updated for 2Q19, expanded with more detailed looks at costs and 2020 spending), and some other odds and ends.  Ecodata Watch: We get existing […]


18
Jul

Thursday Morning

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. . Market Sentiment Watch: In today's post please find the oil inventory review (neutral, Barry skewed production, imports, exports), the natural gas preview (getting smaller but still not down to five year average type injection rate which was to be expected given YoY growth that occurred mostly in late 2018 but it's what the market […]


10
Jul

Wednesday Morning – Gassy Players, EQT

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. . Market Sentiment Watch: Market eyes on Powell testimony later this morning.  In today's post please find the oil inventory preview (API was big overnight, for EIA we're looking for higher gasoline demand and lower net crude imports), the natural gas inventory early read, an expanded Gassy Player short form table, a comp table for […]

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