Archive for the 'BCEI' Category


24
May

Tuesday Morning – CPE, PE, BCEI

Print Friendly

. . Market Sentiment Watch: Expecting another quiet late May day as we approach the 3 day holiday weekend which promises to kick off one of the strongest driving seasons from a demand standpoint in years. In today's post please find post quarter wrap and cheat comments on CPE, comments on PE (mineral acres acquisition and […]


19
May

Thursday Morning

Print Friendly

. . Market Sentiment Watch: WMT delivers a rare bit of retail market relief but otherwise it appears to be back to somewhat nervous market conditions as the markets weighs potential Fed action next month.  In today's post please find the oil inventory review: a) unexpected crude build (and hard to explain on an increase in refiner demand, flat […]


06
May

T.G.I.F.

Print Friendly

. . Market Sentiment Watch: All eyes focused on Payrolls and what to think about them in relation to the next Fed meeting. The dollar took a header on the data. In Energyland, 1Q16 earnings season is just past the mid point and as we noted in comments it has been a positive season on […]


15
Mar

Tuesday Morning – Shopping List Update

Print Friendly

. . Market Sentiment Watch: From here the week gets a lot busier on the economic data front with tomorrow's Yellen press conference likely the peak of volatility for the week. In energyland all eyes remain on oil and will transition from paying attention to the the positive and negative chatter back to US inventories before today's close. Sources indicate refinery […]


11
Mar

Friday Morning

Print Friendly

. . Market Sentiment Watch:  In today's post please find comments on the natural gas inventory report (in line, abnormally warm weather suggests this could be the trough or a week/weak away from the trough), comments on IEA's suddenly less bearish view of oil, wrap and cheats for gassy names SWN (holding pattern with lower volumes) and […]

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

s2Member®
Get Adobe Flash player