Archive for the 'COG' Category


31
May

Wednesday Morning – COG

Print Friendly

. . Market Sentiment Watch: Short, normally quiet week continues with group under pressure.  In energyland oil volatility should begin to decline  soon but the energy groups remain fairly traction-less in the wake of OPEC last week. We expect them to gain traction near term.  In today's post please find an comments and an updated cheat sheet […]


28
Apr

Friday Morning – COG, SWN

Print Friendly

. . Market Sentiment Watch: Nervous market conditions persist. In today's post please find the natural gas inventory review (in line), comments on the COG quarter (beat, raise, strong well results, strong balance sheet gets stronger, teases new play without spillng the name), comments on the SWN call (beat, reiteration on volumes, improved differentials, strong new […]


03
Mar

T.G.I.F.

Print Friendly

. . Market Sentiment Watch: In energyland the week's action points to gap fulfillment and the engagement of the sideways trade. In today's post please find the natural gas storage review (small build a record for this week of the year but priced into the strip already), comments and a cheat sheet on COG, and […]


24
Feb

Friday Morning

Print Friendly

. . Market Sentiment Watch: Energy group appears set to fill OPEC gap. In today's post please find the natural gas inventory slide show (slightly bigger than expected withdrawal but current mildness clouds sentiment), the oil inventory review (big drop in imports and big spike in crude exports along with better looking gasoline and distillate draw […]


28
Oct

Friday Morning

Print Friendly

. . Market Sentiment Watch: Group remains in the sideways trade. In today's post please find the natural gas storage review (in line with expectations as a pickup in heating more than offset easing generation demand), comments on the COG quarter (meh),  comments on the OII quarter (no light in tunnel), and several other odds and ends.  […]

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

s2Member®
Get Adobe Flash player