Archive for the 'COG' Category


27
Jul

Friday Morning – COG

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. . Market Sentiment Watch:  In today's post please find the the natural gas review (another smaller than expected build highlights generation growth again; next week expect a somewhat larger build but storage is increasingly positioned to be price supportive), comments on the COG quarter (OK quarter, hockey stick 2H arriving as scheduled), and some other odds […]


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 […]


20
Jun

Wednesday Morning

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. . Market Sentiment Watch: News flow out of OPEC players remains brisk. News flow from the group remains at the typical June crawl level.  In today's post please find comments on another gassy name, ECR, the oil and natural gas inventory previews, more OPEC pre meeting comments, and some other odds and ends.  Ecodata Watch: We […]


19
Jun

Tuesday Morning

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. . Market Sentiment Watch: Markets set to swoon on increasing trade war threats. T-Minus 4 days until OPEC. In today's post please find the early reads for oil and natural gas inventories, comments and an updated cheat sheet for gas giant COG, comments on FANG's flow assurance update, and some other odds and ends.  […]


27
Apr

Friday Morning – COG, SWN

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. . Market Sentiment Watch: End of Korean War Announced. In other news, energy sentiment continues to pick up. We like April. In today's post please find the natural gas inventory review (another bigger than expected withdrawal in April takes natural gas to an 11 week high; look for the first build of the season next […]

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