The 3Q Numbers:

Production Above Upwardly Revised Guidance:

Reported 52.8 Bcfe (574,000 Mcfepd), up 76% from year ago quarter, guidance was 47 to 49 Bcfe.
Why? Simply better than expected performance from the extended long lateral program in the Fayetteville Shale.
Fayetteville Shale Gross production was 600,000 Mcfepd at the end of the quarter, that’s a whopping 20% [...]

 
Sentiment Watch: Cautiously green feeling. Very busy with earnings so I’ll just get to it.

In Today’s Post:

Holdings Watch

Commodity Watch

Natural Gas Storage Preview

Crude Oil Inventory Review

Stuff We Care About Today - Lots ‘O Earnings Commnets (FSLR, WLL, XOM, TSO) plus [...]

 
Holdings Watch:  Wiki Holdings, ZEB Performance and the 10KP updated through Friday

On To The Wrap:
Comments tabled to Monday post.

OPEC Bailout Watch: Production Cut 1.5 Million Bopd. Cut to implemented by November 1 which is fast by Cartel standards. OPEC President Chakib Kehlil said,  "We’re prepared to meet more often to stabilise the market. If a further decision has to be made, it will be made and we will not necessarily [...]

 
Ok, I put together some thoughts on a group of MLP’s (Master Limited Partnerships) at the request of a number of subscribers. There are 50 or so U.S. MLP’s out there in various parts of the energy business but I limited myself to the upstream (E&P) variety as pipelines and midstream (processing) operations are not [...]