Archive for the 'CPE' Category


16
Aug

Wednesday Morning – CPE, EPE, Oil Inventory Preview

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. . 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 […]


03
Aug

Thursday Morning – Earnings Avalanche Day 2

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. . Market Sentiment Watch: Busy day. Sentiment in the group remains low. In today's post please find the oil inventory review (modestly lower than expected crude draw due to a bounce in net imports, record refiner throughput, record gasoline for week of year demand), the natural gas preview, a number of quarterly reads, and some other […]


07
Jul

Payrolls Friday

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. . Market Sentiment Watch:  Better than expected Payrolls number. In energyland, after a strong set of data yesterday (see below) data flow will heat up today with the overly watched Rig count and then again next week with monthly items out of EIA (STEO) and OPEC (MOMR).  In today's post please find the oil inventory […]


16
May

Tuesday Morning – Permian Cheats Day 1

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. . Market Sentiment Watch: News flow at May slow in the group. In today's post please find cheat sheets for CPE, RSPP, JAG, LPI, the early reads on oil and natural gas inventories, and some other odds and ends.  Ecodata Watch: We get Housing starts at 8:30 am EST (no forecast, last read was […]


03
May

Wednesday Morning – CPE, NFX, RSPP, FANG, VNOM

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. . Market Sentiment Watch: Nervous group conditions persist as oil tests recent lows. In today's post please find the oil and natural gas inventory previews, comments on the CPE quarter (beat and reiterate), comments on the NFX quarter (beat and raise with new exploration on the horizon and monster outperformance from the enhanced STACK fracs), […]

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