Archive for the 'Permian' Category


10
Jan

Thursday Morning – Permian Players

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. . Market Sentiment Watch: Shutdown continues but market remains primarily focused on China hopes. In today's post please find the oil inventory review (as end of year time noisy as expected), the natural gas preview (consensus continues to call for a much smaller than normal one, trough estimates likely to rise), the Permian Players Group […]


17
Dec

Monday Morning

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. . Market Sentiment Watch: In energyland, the extremely sloppiness should die down this week as we approach the holiday and the market in general quiets down (it should, no guarantee, the last weeks and days have been odd). We are the occasional adder or intra-group swapper but are largely sitting on hands, waiting for […]


27
Nov

Tuesday Morning – Permian Players

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. . Market Sentiment Watch: Trade rhetoric in front of the G20 became more aggressive last night. Expect similar comments out of the White House for oil. We expect OPEC to act in accordance with fundamentals and not WH pressure when the tanker hits the sea. In today's post please find an update Permian Players […]


17
Oct

Wednesday Morning – Permian

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. . Market Sentiment Watch: More sawing action ahead of earnings season. In today's post please find the oil inventory preview (another benign report expected, SPR pull but also a production hit from Michael adding noise), the natural gas inventory preview (smaller than last week, roughly in line with the 5 year average; expect a smaller […]


11
Oct

Thursday Morning – Dualing Inventory Reports

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. . Market Sentiment Watch: Weak open on tap after yesterday's massive selloff. Broad markets remain fearful of rates and of further technical drops. Overnight President Trump said the Fed has "gone loco" which doesn't exactly inspire confidence.  Energy was gaining traction until the broad markets cracked but we expect continued sawing action in our names […]

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