Archive for the 'ZLT Stats' Category


12
Jul

Friday Morning

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. . Market Sentiment Watch:  In today's post please find the the natural gas review (in line, modestly larger number likely next week, new record for production, new record for LNG exports, see chart on narrowing YoY gap in Stuff section), comments on the IEA monthly, a few more charts and tables of interest (including […]


11
Jul

Thursday Morning

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (positive side of neutral with better imports, best of season refiner throughput and crude and gasoline both retreating vs the five year average), comments on the OPEC Monthly (2020 read is a bit weaker than expected), the natural gas preview (demand […]


22
May

T.G.I. Long Weekend

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. . Market Sentiment Watch: Yellen speaks at a conference today which could be market moving but we would otherwise expect summer like trading as traders stretch the 3 day weekend.  In today's post please find the natural gas inventory slide show (smaller than expected injection), the Orange Charts, and some other odds and ends.  This Memorial […]


23
Apr

Thursday Morning – Orange Charts

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. . Market Sentiment Watch: Energy group trading in somewhat nervous sideways fashion as we approach the peak in U.S. oil inventories over the next weeks.  In today's post please find the natural gas inventory preview (looking for a record injection for this week of the year), the oil inventory review (mixed bag), the Orange Charts, comments on […]


21
Apr

Tuesday Morning

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. . Market Sentiment Watch: Slow news day on the economic data front. In energyland we expect to continue to get pre-announced 1Q15 volumes in advance of the heart of earnings season along with operations updates and the ongoing mark to market from the sellside. On average we don't see any of these items really rocking the […]

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