Archive for the 'Gassy' Category


10
Dec

Tuesday Morning – Debt Stats, LPI, MR

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. . Market Sentiment Watch: Futures fall on word of a delay of deal in China as USMCA takes front seat.   In today’s post please find the early read on oil inventories, the early read on natural gas inventories, comments on gassy player debt levels, comments on LPI Z4 upside targets with a new […]


03
Dec

Tuesday Morning – Gassy Players Update

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. . Market Sentiment Watch: A day after U.S. manufacturing data unexpectedly fell, President Trump mused in a morning tweet that he may wait to reach a deal with China until after next year’s election … sending equity and commodity futures lower. Energy eyes are waiting on OPEC+ after a slight oil bounce yesterday on […]


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 […]

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