Archive for the 'AR' Category


26
Apr

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Energy news flow getting busier. In today's post please find the oil inventory review (weak headline numbers, strong internals including all time record oil and distillate exports – see the Oil Inventory Review section below), the natural gas preview (consensus for today's withdrawal continues to grow), comments on a number of names […]


14
Feb

Wednesday Morning – FANG

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. . Market Sentiment Watch: No change to yesterday's opening, "Sitting on hands during the group bounce having added to a few names last week." In today's post please find comments on the FANG quarter (nice beat and initial dividend), comments on the AR quarter, the oil inventory preview, the natural gas inventory preview, and some […]


01
Nov

Wednesday Morning – Macro, NFX and more.

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. . Market Sentiment Watch: Group Finding traction with positive results and macro improvement. In today's post please find comments on U.S. oil supply (monthly data again came in well below prior weekly projections), comments on the natural gas macro, the oil inventory preview (expecting a larger than consensus draw down which API suggested as well after […]


09
May

Tuesday Morning – More Earnings

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. . Market Sentiment Watch: Nervous energy group conditions may be abating but doubtful we are done with May volatility as OPEC approaches. Today we have another busy one in terms upstream earnings and we get the STEO which may pressure both oil and natural gas upon its release this morning as we expect  EIA to […]


01
Mar

Wednesday Morning

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. . Market Sentiment Watch:  In today's post please find comments on the gas macro, comments on the AR quarter(big beat, more liquids rich than expected (again), improving NGL price guidance), comments on the ECR quarter (solid quarter, full year volume guidance unchanged, differential guidance improved, hedges bolstered, near term volume guidance bolstered on better […]

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