21
Aug

Tuesday Morning – EPE, VNOM, MGY

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Market Sentiment Watch: Another slow summer day in terms of economic and energy related data. In today's post please find the oil inventory preview, comments and a cheat sheet on EPE, comments and an updated VNOM mini model, comments on MGY's accretive deal in their backyard, and some other odds and ends. 

Ecodata Watch:

  • No economic data release scheduled.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today –  EPE, VNOM, MGY
  4. Odds & Ends

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20
Aug

Monday Morning

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Market Sentiment Watch: Much slower week on the economic data front and a slow week in terms of reports of energy tracking organizations.  We should see some minor press release activity out of Enercom's big conference this week but after FANG's acquisition of EGN expect quieter news flow over the next two week. In today's post please find The Week That Was, an updated cheat sheet for MTDR, and some other odds and ends. We have a busy if unavoidably shortened week planned for this week. Please see Other Stuff in the Stuff Section and the Housekeeping Watch at the end of today's post. 

Ecodata Watch:

  • No economic data release scheduled. 

The Week Ahead: 

  • Tuesday - No economic data release scheduled,
  • Wednesday - Existing home sales, FOMC minutes, 
  • Thursday - Jobless claims, new home sales, Jackson Hole day 1,
  • Friday - Durable goods, core capital goods, Jackson Hole day 2. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today –  MTDR
  5. Odds & Ends

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18
Aug

Wrap – Week Ended 08/17/18

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Questions and comments under The Wrap will be addressed in the Monday post. 

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Question about the site? Contact us at zman@zmansenergybrain.com


17
Aug

Friday Morning – Permian Players Update

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Market Sentiment Watch:  In today's post please find the the natural gas review (storage deficit expands to 20%, 595 Bcf below the five year average, expect a modestly larger injection next week), the Permian Players Group 1 Short Form table (new and improved), and some other odds and ends. 

Ecodata Watch:

  • We get consumer sentiment at 10 am EST (F = 98.5, last read was 97.9),
  • We get leading economic indicators (no forecast, last read was 0.5%).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Natural Gas Inventory Review 
  4. Stuff We Care About Today - Permian Players
  5. Odds & Ends

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16
Aug

Thursday Morning – FANG

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Market Sentiment Watch: All eyes on news that U.S. China trade talks are set to resume later this month. In today's post please find the oil inventory review (weaker than usual due to a confluence of higher imports including a pretty good notch higher from Saudi, a dip in exports that should be short lived, that offset all time record refiner throughput; product demand was solid), comments on the EIA's DPR (slowing shale play production growth),  the natural gas preview (expecting further build in the deficit to the five year average today), a pro forma FANG cheat sheet, and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 215,000, last read was 213,000),
  • We get housing starts at 8:30 am EST (F = 1.271 mm, last read was 1.173 mm),
  • We get building permits at 8:30 am EST (no forecast, last read was 1.273 mm),
  • We get Philly Fed at 8:30 am EST (no forecast, last read was 25.7).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Oil Inventory Review 
  4. Stuff We Care About Today - FANG
  5. Odds & Ends

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