Archive for the 'CXO' Category


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 […]


17
May

Wednesday Morning – More Permian

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. . Market Sentiment Watch: D.C. headlines hitting broad market futures. Very quiet in energyland pre OPEC. We continue to update thoughts on positioning in the wake of a strong 1Q17 reporting season. In today's post please find updated cheat sheets for Permian Players CDEV, and CXO, and the annotated Permian Short Form Multiples table, and some other odds […]


04
May

Thursday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Nervous group conditions persist. In today's post please find the oil inventory review (mixed bag highlighted by a smaller than expected crude draw on flattish net imports and a larger SPR release balanced by a smaller than expected gasoline build and an unexpected distillate draw down on resurgent demand which was […]


09
Mar

Thursday Morning

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. . Market Sentiment Watch: Most market eyes on the Fed next week with nonfarm payrolls tomorrow largely a given unless it's way off course. In energyland, things are ugly this week. We're reaching capitulatory levels of fear and the outsized moves to the downside during 1Q17 are prompting further selling. A break of $50 WTI […]


22
Feb

Wednesday Morning

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. . Market Sentiment Watch: Short post today as we are traveling until mid day. In today's post please find comments on the NFX quarter, comments on the CXO quarter and some other odds and ends.  Ecodata Watch: We get Existing Home Sales at 10 am EST (F = 5.55 mm, last read was 5.49 […]

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