Archive for April, 2015


24
Apr

T.G.I.F.

. .   Market Sentiment Watch: In energyland, 1Q15 reporting season heats up from today forward as we get the first reports of the season from gassy stalwart names.  In today's post please find the natural gas inventory slide show (another bigger than Street expected injection as the steeper slope of the injection line in the shoulder season […]


23
Apr

Thursday Morning – Orange Charts

. . Market Sentiment Watch: Energy group trading in somewhat nervous sideways fashion as we approach the peak in U.S. oil inventories over the next weeks.  In today's post please find the natural gas inventory preview (looking for a record injection for this week of the year), the oil inventory review (mixed bag), the Orange Charts, comments on […]


22
Apr

Wednesday Morning – Catalyst Update

. . Market Sentiment Watch: Nervous group conditions may be re-emerging in front of inventories as we approach peak of season levels and after a decent recent run up inspired some profit taking with the thought of the weakness in EBITDA generation we will see in 1Q15 likely prompting some shorter term minded types to take […]


21
Apr

Tuesday Morning

. . Market Sentiment Watch: Slow news day on the economic data front. In energyland we expect to continue to get pre-announced 1Q15 volumes in advance of the heart of earnings season along with operations updates and the ongoing mark to market from the sellside. On average we don't see any of these items really rocking the […]


20
Apr

Monday Morning

. . Market Sentiment Watch: In energyland we welcome the 1Q15 energy earnings season. Look for extensive play by play color on completed well cost reductions and managements' potentially evolving reactions to a slightly better oil price environment in light of those lower costs. Do not look for a significant reversal in drilling activity at this […]

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