Archive for the 'COG' Category


20
Apr

Friday Morning – COG, SLB

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. . Market Sentiment Watch: Improving energy sentiment. In today's post please find the natural gas storage review (bigger than expected draw, stocks now off over 800 Bcf relative to year ago levels and nearly 450 Bcf below the 5 year average … good starting point for the injection season, 3rd lowest level for stocks in […]


23
Feb

Friday Morning – COG

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. . Market Sentiment Watch: In today's post please find the oil inventory review (better than expected headline numbers, largely driven by near record low net imports (back to 1991 to be lower!), and better than expected internals – see the Oil Inventory slide show for details and thoughts), the natural gas storage review (in […]


21
Dec

Thursday and Friday Post – COG, NOG, Bakken and Happy Holidays

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. . Market Sentiment Watch: Group finding traction as a last flurry of news hits. Expect a bit of early softness on the Forties fix noted below but traction is building in a number of areas and we have a few names approaching 52 week highs and names making technical breakouts with reasonable valuations which […]


28
Nov

Tuesday Morning – COG

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. . Market Sentiment Watch: Expect volatility as we head towards OPEC early Thursday morning. In today's post please find the oil inventory preview, more pre OPEC meeting comments, comments and an updated cheat sheet on COG, comments on CRZO, and some other odds and ends.  Ecodata Watch: We get Advance trade in goods at […]


27
Oct

Friday Morning – COG, SWN

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. . Market Sentiment Watch: Upstream and Service seeking support after an oddball divergence from that which they sell right in front of earnings season. In today's post please find the natural gas inventory review (in line report, storage at 6th highest level for time of year and receding vs 5 year and year ago levels), comments […]

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