Archive for the 'Permian' Category


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, […]


13
Jun

Thursday Morning – OPEC, Permian Players

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. . Market Sentiment Watch: This post is open to the public. The Holdings Watch Grids will be tabled until Friday. Oil is up a touch this morning on two apparent tanker attacks in the Gulf of Oman (see below).  In today's post please find the oil inventory review (not as bearish as API or recent […]


27
Mar

Wednesday Morning – Permian Update

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. . Market Sentiment Watch: In today's post please find the oil inventory preview (Street looking for an uncharacteristic-for-this-week-of-the-year crude stock draw (after last week's monster one)), the natural gas inventory preview (Street looking for another draw as our data points to a small build and the recent divergence between weekly data and weekly reported stock […]

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