Archive for the 'BCEI' Category


04
Dec

Thursday Morning – BCEI

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. . Market Sentiment Watch: Most market eyes focused on the NFP data tomorrow. Energy continues to remain on edge over near term oil pricing. In today's post please find the natural gas inventory preview, the oil inventory review (end of maintenance season has seen better than expected rise in refiner utilization driving a 1.2 mm bopd upward […]


07
Nov

T.G.I.F.

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. .   Market Sentiment Watch: Energy markets remain nervous and likely will through OPEC at month's end. In other areas, please see our note on natural gas production in the commodity section today.  In today's post please find the natural gas inventory slide show (bigger than expected injection) and comments on the NOG quarter (nice volume beat) […]


07
Oct

Tuesday Morning

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. . Market Sentiment Watch: Another light day on the economic data front.  Last week we wrote that we didn't expect the start of 4Q14 to be like a light switch being flipped back to the on position for the E&P and broader energy groups and so far October has shown more fear and baby and […]


08
Aug

T.G.I.F.

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. .   Market Sentiment Watch: More earnings reports as the markets languish.  In today's post please find the natural gas inventory slide show (slightly smaller than expected injection and the first weekly non-record injection in recent memory) and quarterly reports from NOG (big big beat) and BCEI (meet on volumes, miss on production taxes, other costs […]


15
Jul

Tuesday Morning

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. . Market Sentiment Watch: Eyes return to economic data briefly this morning before Yellen tries to reassure congress that the economy is on some sort of track.  In today's post please find some comments on a pro forma look at WLL and some other odds and ends.  Ecodata Watch: We get Retail Sales at 8:30 am […]

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