Archive for the 'Permian' Category


02
Oct

Wednesday Morning – Permian Players Update

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. . Market Sentiment Watch: No (or little) traction with worries over the global economy, sitting on hands for the moment after recent housecleaning and subsequent small additions. In today’s post please find the oil inventory preview, the natural gas inventory preview, the Permian Players update (stronger balance sheets, less shorted, more names moving into […]


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 […]


02
Jul

Tuesday – Friday Post

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. . Market Sentiment Watch: OPEC+ meeting in focus today. In today's post please find comments on the 176th OPEC meeting, the early read on oil inventories, the early read on natural gas inventories (we get both reports on Wednesday), the Permian Players Group 1 short form table, the Permian Players group 2 table, the […]


21
Jun

Friday Morning – CRZO, Permian Players Update

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. . Market Sentiment Watch: Energy markets remain on edge. In today's post please find the the natural gas review (bigger than we expected, similar sized one next week despite a new record for net exports for the week on mild weather), comments and a cheat sheet update for CRZO, a revised Permian Players short form […]


14
Jun

T.G.I.F.

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. . Market Sentiment Watch:  In today's post please find the the natural gas review (smaller than expected build, still 10% below five year average; next week look for a smaller than this week and smaller than year ago injection as production growth continues to slow and gas-fired generation, despite the mildness in the middle, […]

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