Archive for the 'AR' Category


01
Nov

Wednesday Morning – Macro, NFX and more.

Print Friendly, PDF & Email

. . 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

Print Friendly, PDF & Email

. . 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

Print Friendly, PDF & Email

. . 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 […]


02
Feb

Thursday Morning – Catalyst List Update Part X, AR, PDCE

Print Friendly, PDF & Email

. . Market Sentiment Watch: Sideways trade engaged in the oily players as OPEC and non OPEC cuts look better than expected for January. Natural gas names trading in more overdone to the downside fashion now on a milder than normal forecast and despite the more solid fundamental outlook are in some cases well below […]


05
Jan

Thursday Morning – Dualing Inventory Reports

Print Friendly, PDF & Email

. . Market Sentiment Watch:  In today's post please find the oil and natural gas inventory previews (we get both today due to the holiday), comments on PDCE, comments on AR, and some other odds and ends.  Ecodata Watch: We get ADP employment at 8:15 am EST (no forecast, last read was 216,000), We get Jobless claims […]

Zman’s Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette

s2Member®