16
Jul

Tuesday Morning

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Market Sentiment Watch: Fed speaks galore today with Bowman, Kaplan, Powell, and Evans speaking over the course of the day. In today's post please find comments and a CPE/CRZO pro forma cheat sheet, the early read on oil inventories (more crude and gasoline draws expected though Barry may exaggerate impacts on both sides of the ledger), the early read on natural gas inventories (smaller build expected vs our expectation of a slight bigger build, and some other odds and ends. 

 

Ecodata Watch:

  • We get Retail sales at 8:30 am EST (F = 0.1%, last read was 0.5%); (ex autos F = 0.1%, last read was also 0.5%),
  • We get import prices at 8:30 am EST (no forecast, last read was -0.3%),
  • We get industrial production at 9:15 am EST (F = 0.1%, last read was 0.4%),
  • We get capacity utilization at 9:15 am EST (F = 78.0%, last read was 78.1%),
  • We get inventories 10 am EST (no forecast, last read was 0.5%),
  • We get the NAHB home builders' index for July at 10 am EST (no forecast, last read was 64). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today –  CPE/CRZO pro forma
  4. Odds & Ends

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15
Jul

Monday Morning – Another Permian Merger

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Market Sentiment Watch: Market eyes on a slowing China (lowest quarterly GDP growth in 27 years but June refiner record set a new record). In today's post please find The Week That Was, comments on a Permian smid-cap hookup, and some other odds and ends. Click here in case you missed The Wrap. 

Ecodata Watch:

  • We get Empire State at 8:30 am EST (no forecast, last read was -8.6),
  • We get the EIA Drilling Productivity Report at 12 pm EST.

The Week Ahead: 

  • Tuesday - Retail sales, import prices, industrial production, capacity utilization, inventories, home builders' index, 
  • Wednesday - Housing starts, building permits, Beige Book, 
  • Thursday - Jobless claims, Philly Fed, leading economic indicators, 
  • Friday - Consumer sentiment.  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today –  CPE / CRZO, PES
  5. Odds & Ends

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14
Jul

Wrap – Week Ended 07/12/19

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The Blotter is updated. 

We continue to await energy media stories of OPEC's success given price action in the wake of the July 1/2 meeting given that last week's post meeting edge lower was touted by some bigger energy media types as proof of failure.  Crickets. 

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

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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 a names of interest NGLs table,  and some other odds and ends. 

Ecodata Watch:

  • We get PPI at 8:30 am EST (F = -0.1%, last read was 0.1%).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Natural Gas Inventory Review - in line draw
  4. Stuff We Care About Today - Friday charts of note
  5. Odds & Ends

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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 building), ZLT+ Characteristics (please, please take a look, this is handy), and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST  (F = 221,000, last week was 221,000),
  • We get CPI at 8:30 am EST (F = 0.0% headline vs 0.1% last month; F = 0.2% Core vs 0.1% last month).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - OPEC Monthly
  3. Oil Inventory Review 
  4. Stuff We Care About Today - ZLT Characteristics Slides, MGY
  5. Odds & Ends

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