Archive for the 'eog' Category


28
Feb

Tuesday Morning – More 4Q16 Earnings

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. . Market Sentiment Watch: Big day on the economics front ending in the president's comments on a proposed top line budget this evening.  In today's post please find comments on the quarterly reports for CPE (modest quarterly miss, a 2017 guidance boost, additional zone at Monarch now flowing), EOG (big EBITDA beat, guidance is light […]


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 […]


06
Sep

Tuesday Morning – EOG, AR

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. . Market Sentiment Watch: Light week on the economic data front. In Energyland we get the STEO and the next of the fall season energy conferences. Expect energy group news flow to start picking up again next week. In today's post please find The Week That Was, a Subscriber Mailbag, comments on a big, rare EOG […]


05
Aug

Friday Morning – Payrolls and More Energy Earnings

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. . Market Sentiment Watch: Payrolls in focus. In today's post please find the natural gas storage review (a not so unexpected summer time draw on strong natural gas-fired generation and a new high for gas exports (both LNG and Mexico are at the highs, sending a combined 4.7 Bcfpgd out of the country) as well as comments […]


06
May

T.G.I.F.

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. . Market Sentiment Watch: All eyes focused on Payrolls and what to think about them in relation to the next Fed meeting. The dollar took a header on the data. In Energyland, 1Q16 earnings season is just past the mid point and as we noted in comments it has been a positive season on […]

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