Archive for the 'CPE' Category


21
Nov

Tuesday Morning – More Permians

Print Friendly

. . Market Sentiment Watch: Holiday light activity within the group, light volumes, small moves, and nearly no news flow. We continue to update our thinking post quarter have been largely please . The market continues to be nervous about what OPEC will decide next week. And so we tread in place. Our sense OPEC+ extends […]


07
Nov

Tuesday Morning – Earnings Avalanche

Print Friendly

. . Market Sentiment Watch: Energy market sentiment greatly improved on oil prices approach two and half year highs.  In today's post please find the early reads on this week's oil and natural gas inventory reports, comments on eight 3Q17 reports and some other odds and ends.  Please note that our individual company comments may be briefer than […]


10
Oct

Tuesday Morning – Catalyst List Update Part 1

Print Friendly

. . Market Sentiment Watch: Another slow economic news day.  In energyland we are on the eve of additional data that should be supportive of  the recent traction in the group. In today's post please find the Catalyst List update part I (expect to see a number of these as we count down to third quarter), […]


03
Oct

Tuesday Morning – ROSE

Print Friendly

. . Market Sentiment Watch: Energy continues to find traction and fight off bouts of profit taking like few other times this year. In today's post please find the early reads on oil and natural gas inventories (both pretty mundane this week), comments on new Permian minnow ROSE, follow up comments on LPI's midstream monetization with […]


16
Aug

Wednesday Morning – CPE, EPE, Oil Inventory Preview

Print Friendly

. . Market Sentiment Watch: Seeking traction. In today's post please find another set of comments and an updated cheat sheet for one Permian name (we're leading up to the Permian Players update late this week), requested comments on EPE, the oil inventory preview (consensus looking for more modest draws across the board prior to API's release of another […]

Zman’s Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette

s2Member®
Get Adobe Flash player