Archive for the 'exxi' Category


01
Jul

Wednesday Morning – GPOR

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. . Market Sentiment Watch: Greek offers concessions lifting futures. In energyland, the Iran nuke deal deadline was pushed back to July 7, not surprising and 2 days ahead of when we thought. Expect a deal to be signed as time runs out. Do not expect a big surge of Iranian oil to hit global markets […]


07
May

Thursday Morning – More Earnings Avalanche

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. . Market Sentiment Watch: Nervous broad market backdrop has returned. Please see our comments in the Commodity Watch on the oil inventory report and then in the summary section for near and medium term thoughts on oil.  In today's post please find the natural gas inventory preview, the oil inventory review, and comments on another swarm […]


17
Mar

Tuesday Morning – RSPP

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. . Market Sentiment Watch: Fed tomorrow has the nearly undivided attention of most market participants. Energyland continues to eye bits of commentary coming from closed door negotiations with Iran. In today's post please find comments on the RSPP 4Q14 results (much higher than expected volumes, low debt high growth story intact), a secondary filing for CRZO […]


09
Feb

Monday Morning

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. . Market Sentiment Watch: Slower week for economic data and a bit of a lull in between the oil service 4Q reports and the E&P 4Q reports.  See comments on the latest OPEC monthly in the Commodities Watch (moving in the right direction as expected). We're expecting increased volatility after a strong week last […]


06
Nov

Thursday Morning – A Lot More 3Q14 Reports

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. . Market Sentiment Watch: Market eyes should be squarely focused on Payrolls tomorrow.  In today's post please find the oil inventory review, the natural gas inventory preview, and another swarm of earnings reports. As noted yesterday, the earnings roster is again full today and some of our comments will be a bit more brief than […]

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