Archive for the 'hk' Category


22
Jan

Friday Morning

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. . Market Sentiment Watch: Volatility remains high. In today's post please find comments on the weekly natural gas storage report (inline withdrawal), the oil inventory report (bigger than expected headline crude number but a nice bounce in apparent gasoline demand and oil production is set to start tracking lower again near term), a follow up on the HK […]


21
Jan

Thursday Morning – Dualing Natural Gas and Inventory Reports

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. . Market Sentiment Watch: Extreme fear conditions persist (broad market and energy markets). We continue to do our homework and be patient. In today's post please find the oil and natural gas inventory previews, comments on ESTE, comments on PDCE's reserves, comments on HK (surprise conference call today), comments on SWN (40% workforce reduction), and some other odds […]


18
Dec

Friday Morning

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. . Market Sentiment Watch: Nervous energy market conditions persist.  In energy land expect a small uptick in news flow early next week and then more news after year end as a swarm of companies release official 2016 capex and volumes guidance.  In today's post please find comments on FANG , HK, and some other odds and ends.  […]


17
Dec

Thursday Morning

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. . Market Sentiment Watch: Broad markets pleased with Fed rate hike (initial read) while Energyland is more concerned with high inventory levels. We are expecting to see an increase in the number of companies going ahead and officially guiding for 2016. In today's post please find the oil inventory review (bearish as weekly reports go […]


20
Nov

Friday Morning

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. . Market Sentiment Watch: Should be a quiet day with no economic data releases and option expiry. Energy group sentiment remains bifurcated: positive for low debt Permian centric names, negative for the more leveraged names and gassy names. We continue to sit on our hands in terms of capital adds to the ZLT.   In today's […]

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