Archive for the 'COG' Category


28
Apr

Friday Morning – COG, SWN

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. . 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.

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. . 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

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. . 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

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. . 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.  […]


30
Aug

Tuesday Morning – SWN, COG

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. . Market Sentiment Watch: Economic data slows today before accelerating into the weekend. News flow is likely to be quite slow this week and next. We do get new supply and demand data for natural gas and production data for oil tomorrow and we'll have the macro slide shows out on Thursday.  In today's post […]

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