Archive for the 'JAG' Category


14
Aug

Tuesday Morning – PE, JAG, AMR, MGY

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. . Market Sentiment Watch: Group watching oil closely now in the wake of updates over the last week from EIA STEO, IEA, and OPEC. In today's post please find comments and an updated cheat sheet for PE, comments and an updated cheat sheet for JAG, comments on the AMR quarter, and some other odds […]


10
Aug

T.G.I.F.

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. . Market Sentiment Watch: Earnings season slowing down.  Look for a number of end of quarter updates next week.  In today's post please find the the natural gas review (in line to slightly light; storage remains well over half a T low to the five year average, now at lowest level on record for this […]


12
Jul

Thursday Morning – JAG

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. . Market Sentiment Watch: Trade war fears looming larger  … again. In energy land news flow remains characteristically-for-time-of-year quiet. Expect a pickup beginning next week. In today's post please find the oil inventory review (monster crude draw on a temporary sag in imports, otherwise a positive side of neutral type report), the natural gas preview, […]


18
May

Friday Morning

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. . Market Sentiment Watch: Lighter day on the economic data front.  Positive energy sentiment continues to broaden / ZLT moving back to the 2016 highs. In today's post please find the natural gas inventory review (in line, next week's build appears to be smaller), a number of post quarter cheat sheet updates with post quarter updates […]


11
May

Friday Morning – JAG, PE

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. . Market Sentiment Watch:  In today's post please find the natural gas storage review (in line injection, light to our thoughts; next week's injection is set to be bigger), comments on the JAG quarter (in line to slight beat, 2Q guidance above Street, full year guidance affirmed, balance sheet below 1x, operations increasingly efficient, guidance […]

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