Archive for the 'COG' Category


09
Oct

Tuesday Morning – ROAN

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. . Market Sentiment Watch:  In today's post please find a requested look at Merge player ROAN, the early read on oil inventories (we expect to see a snap back in exports near term), the early read on natural gas inventories, comments on the COG operations update (not unexpected), and some other odds and ends. […]


22
Aug

Wednesday Morning – COG, SWN

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. . Market Sentiment Watch: In today's post please find cheat sheet updates and brief post quarter comments for COG and SWN (a little bit of both ends of the gassy upstream spectrum), the oil inventory preview (Street looking for a benign set of numbers) and the natural gas storage preview for Thursday (consensus is […]


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 […]

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