Archive for February, 2015


21
Feb

Wrap – Week Ended 2/20/15

Questions and comments under the Wrap will be addressed in the Monday post.  We'll have the Wrap Table out tomorrow but for now here are a few graph sets and comments contrasting the last down cycle in oil and gas prices (2008/2009) and the commensurate reaction in the rig count with the current cycle. We continue to […]


20
Feb

T.G.I.F.

. . Market Sentiment Watch: Greece on the broad market's mind. Ukraine a bit less so. In energy land, the now weekly watching of the rig count report is in play. We expect further drops but caution that the pace will moderate. The writing for lower production is however on the wall however as large and […]


19
Feb

Thursday Morning – More 4Q14 E&P Earnings

. . Market Sentiment Watch: Greece holding broad market attention again today. In energy land we get both the natural gas and oil inventory reports today due to the holiday an all eyes will be focused on the oil report after an ugly looking API report last night (see Commodity Watch section). In today's post please find comments on reported […]


18
Feb

Wednesday Morning – Earnings Season Starting To Heat Up

. . Market Sentiment Watch: Greek drama continues to impact markets. Meanwhile the Middle East North Africa risk premium is creeping back (our view) into oil prices just as eyes start to focus on the second half's much higher demand and a time that is past the peak of U.S. oil inventories. Also in energy […]


17
Feb

Tuesday Morning

. . Market Sentiment Watch: Ukraine and Greece in the market's focus today. In energyland, E&P earnings season starts to get a lot busier this week (please see the Energy Calendar Week 5 in the Stuff section below). In today's post please find The Week That Was, comments on HK, RICE, and a few other odds and ends.  Ecodata Watch: We […]

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