Archive for the 'COG' Category


28
Jul

Friday Morning – Natural Gas Storage Slide Show + COG

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. . Market Sentiment Watch:  In today's post please find the natural gas storage review (another smaller than expected injection), comments on the COG quarter (essentially in line quarter, re-initiated repurchase program should be well received as should more time on the Gen 4 fracs which are best in show per foot), an update of […]


31
May

Wednesday Morning – COG

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. . 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

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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 […]

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