Archive for the 'Catalyst List' Category


19
Jul

Thursday Morning – SWN

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (positive side of neutral with headline unexpected crude build again largely a function of an unlikely to be sustained imports ramp and exports slump while products improved on record for time of year demand … see slide show below for details, […]


18
Jul

Wednesday Morning – COG

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (another week, another expected draw), the natural gas preview (as expected, consensus is forming up close to last week's report (maybe a bit high)), an updated catalyst list table and cheat sheet for COG, and some other odds and ends.  Please see […]


17
Jul

Tuesday Morning – MTDR

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. . Market Sentiment Watch: Expect continued sawing action as we approach 2Q18 reporting season. News flow remains low in energyland but will pick up at the end of this week and grow next week.  In today's post please find the early read on oil inventories, an updated Catalyst List for MTDR, an updated cheat sheet for […]


13
Jul

Friday Morning – PE

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. . Market Sentiment Watch: Summer doldrums continue. We continue to prep for the 2Q18 reporting season. In today's post please find the the natural gas review (in line, increased the deficit to the five year average to back over half a Tcf; look for a similar sized injection next week), an updated catalyst list […]


12
Jul

Thursday Morning – JAG

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. . Market Sentiment Watch: Trade war fears looming larger  … again. In energy land news flow remains characteristically-for-time-of-year quiet. Expect a pickup beginning next week. In today's post please find the oil inventory review (monster crude draw on a temporary sag in imports, otherwise a positive side of neutral type report), the natural gas preview, […]

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