Archive for the 'eog' Category


04
May

T.G.I.F.

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. . Market Sentiment Watch:  In today's post please find the natural gas storage review (bigger than expected but smaller than year ago and five year average despite mild weather and the giant dry gas gap to year ago production levels), comments on the coming week's injection,   comments on the PE quarter (big beat, standout quarter […]


26
Apr

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Energy news flow getting busier. In today's post please find the oil inventory review (weak headline numbers, strong internals including all time record oil and distillate exports – see the Oil Inventory Review section below), the natural gas preview (consensus for today's withdrawal continues to grow), comments on a number of names […]


28
Feb

Wednesday Morning – More Earnings

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. . Market Sentiment Watch: Busy day. In today's post please find comments on the 4Q17 results from CPE, EOG, RSPP, OAS, and XOG, the oil inventory preview, the natural gas inventory preview (draw there still looks high to us), and some other odds and ends.  Our comments on the reporting names may be briefer in places than usual […]


03
Nov

T.G.I.F.

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. . Market Sentiment Watch:  In today's post please find the natural gas inventory slide show (look for another 3 to 4 injections to drive storage to a peak below 3,925 Bcf with a much smaller injection reported next week), comments on the EOG quarter (strong, guiding up, added two more "premium" plays), and some […]


02
Aug

Wednesday Morning – Earnings Avalanche Day 1

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. . Market Sentiment Watch: Busy day. In today's post please find the oil and natural gas inventory previews, comments on a reports from a number owned and unowned names, and some other odds and ends. Please note that given the large report volume today and tomorrow our post comments are in some cases more brief […]

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