Archive for the 'CPE' Category


25
May

T.G.I.F.

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. . Market Sentiment Watch: OPEC+ attempting soft landing with message to market this week shifting to "cool it". Expecting a slow second half to the day today if not the full session. Expect bargain hunting to kick in in the group in the near term.  In today's post please find the the natural gas review […]


03
May

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Moving through the 1Q18 reporting season with another strong set of numbers today (more variability today vs yesterday though which were on the whole quite strong). Sentiment remains strong and the bigger Permians are brushing aside the Mid-Cush blowout with a thing called planning.  In today's post please find the oil […]


06
Apr

Payrolls Friday

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. . Market Sentiment Watch: Volatile, unsettled market conditions persist as tit for tat trade war proposals weigh on futures … again.  Energyland remains quiet but we expect news flow to begin picking up over the next two weeks. In today's post please find the natural gas inventory review, an updated cheat sheet for CPE, and […]


28
Feb

Wednesday Morning – More Earnings

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. . Market Sentiment Watch: Busy day. In today's post please find comments on the 4Q17 results from CPE, EOG, RSPP, OAS, and XOG, the oil inventory preview, the natural gas inventory preview (draw there still looks high to us), and some other odds and ends.  Our comments on the reporting names may be briefer in places than usual […]


02
Feb

Payrolls Friday

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. . Market Sentiment Watch:  In today's post please find comments on the natural gas inventory report (smaller than expected number, we suspect a slightly larger number than the data currently indicate will be reported next week), comments on CPE, brief comments on another service IPO pricing this morning, and some other odds and ends. […]

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