Archive for February, 2011


22
Feb

Tuesday Morning And All Eyes Are On The Middle East

    Market Sentiment Watch:  Libya is front and center on the oil market's mind today. The week ahead: heavy on E&P earnings, light on economic data releases. Today we have CHK selling it's Fayetteville Shale position to BHP for a pretty penny (see Stuff section) as well as earnings from three mid cap E&Ps followed by […]


21
Feb

Fayetteville Shale Consolidation

  Acquisition Watch: $4.75 B for 487,000 net acres plus infrastructure with an expected close in 1H11.  That's $9,750 per acre (including associated infrastructure). BHP said they plan to triple production on the position from 415 MMcfepd to over 1.2 Bcfepd.  Pssstt. Hey, you, BHP, if growth in a long lived U.S. gas asset is […]


19
Feb

Wrap – Week Ended 2/18/11 (in progress)

Three day weekend in progress… Energy Earnings for the week ahead … busy     On to the wrap


18
Feb

T.G.I. A Three Day Weekend

  Market Sentiment Watch: Market needs a three day weekend in the middle of energy earnings season to recharge everyone's batteries. Market participants still look fearful of "missing the move". I got a little "tradey" yesterday as I repositioned the ZIM for next month and took profits in HAL calls. Today find a review of the […]


17
Feb

Thursday Morning – Oil Review, Gas Preview + More Earnings

Market Sentiment Watch:  Market seems nervous about going higher but hasn't been able to really correct despite some less than stellar news. Today appears to be more of the same with jobless claims and inflation both a touch high on the headline number. In energy land we are starting to see some of the more […]

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