Archive for the 'Oil Macro' Category


Tuesday Morning – Oil Macro 2020

. . Market Sentiment Watch: Happy Hanukkah and Merry Christmas.¬† The Santa Claus recovery rally in energy continued yesterday with several name posting multi month/ multi quarter highs, pushing the ZLT up another 3% (up over 20% in the last several weeks). Our names are playing catch up to what’s been a good¬† year for […]


Thursday Morning – Oil Supply Slide Shows

. . Market Sentiment Watch: Key economic data today and tomorrow with payrolls, market taking increasing note of U.S. data. In today’s post please find the oil inventory review (bigger than expected crude build on throughput, unexpected (by the Street at least) gasoline draw, bigger than expected distillate draw, unexpected move by EIA to show […]


Thursday Morning – Dualing Inventories

. . Market Sentiment Watch: China and U.S. trade representatives to meet in early October. In today’s post please find the oil inventory preview, the monthly production watch (so many months of flatness and EIA looking increasingly likely to be over zealous on the forecast into year end), the natural gas inventory preview, some comments […]


Friday Morning

. . Market Sentiment Watch: Trade worries in focus, still.  In today's post please find the the natural gas review (in line with Street expectations injection; next week look for a smaller injection as LNG exports hit  new highs this week), the state and region U.S. oil production charts with rig counts, comments and an updated […]


Friday Morning – JAG, TPIC, ECR, SWN

. . Market Sentiment Watch:  In today's post please find the the natural gas review, the monthly by state / region oil graphs with rig counts, comments on the JAG quarter (guidance should allay some spending fears), comments on the SWN quarter (in line, reiterated guidance), comments on the TPIC quarter, ECR becomes MR, and some other […]

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