Archive for the 'EGN' Category


15
Aug

Wednesday Morning – MGY, FANG

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. . Market Sentiment Watch: Bigger day on the economic data front. In energyland, yet another big Permian deal. In today's post please find updated 2Q18 comments and a cheat sheet for MGY (reported select 2Q items yesterday) including our thoughts on 2019 EBITDA, comments on FANG's big deal (bargain, opportunity to improve the operation from a […]


08
May

Tuesday Morning – More Earnings

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. . Market Sentiment Watch: Noisy day ahead as we get the White House decision on the JCPOA and the latest EIA STEO within about a two hour stretch on either side of noon. In today's post please find the oil inventory preview, comments on the OAS quarter (beat on pre-annouced volumes and modest raise), comments on the LBRT […]


10
Feb

T.G.I.F.

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. . Market Sentiment Watch: One China policy now back in vogue. In other news, IEA reports  record compliance (90%) with OPEC quotas and is boosting its view of 2017 demand.  In today's post please find the natural gas inventory report (uneventful and we remain ontrack for a trough storage range), selected country oil graphs […]


22
Nov

Tuesday Morning – More Permian Cheats

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. . Market Sentiment Watch: Expect volatility to subside after tomorrow's data sets with thin trading tomorrow afternoon and Friday. In energyland, oil has run fairly sharply on improved OPEC and non OPEC deal sentiment.  In today's post please find the oil and natural gas inventory previews, updated cheat sheets for three more Permian players, […]


04
Nov

T.G.I.F.

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. . Market Sentiment Watch: Volatile markets. In today's post please find comments on a number of own and unowned names of interest as well as the natural gas inventory review (slightly smaller than expected as demand remains solid despite little help form the weather), and some other odds and ends.  Ecodata Watch: We get Nonfarm Payrolls at […]

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