Archive for the 'COG' Category


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 […]


19
Jun

Tuesday Morning

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. . Market Sentiment Watch: Markets set to swoon on increasing trade war threats. T-Minus 4 days until OPEC. In today's post please find the early reads for oil and natural gas inventories, comments and an updated cheat sheet for gas giant COG, comments on FANG's flow assurance update, and some other odds and ends.  […]


27
Apr

Friday Morning – COG, SWN

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. . Market Sentiment Watch: End of Korean War Announced. In other news, energy sentiment continues to pick up. We like April. In today's post please find the natural gas inventory review (another bigger than expected withdrawal in April takes natural gas to an 11 week high; look for the first build of the season next […]


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 […]

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