Archive for the 'MRD' Category


28
Jul

Thursday Morning – Oil Review, Natural Gas Preview plus WLL, PXD

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. . Market Sentiment Watch: Yesterday the Fed took a pass on a hike as expected but outlined a bit stronger economic picture and you can see the differences between the prior month's statement and this one here. In today's post please find the oil inventory review headline by: (a) an unexpected oil inventory build on the […]


20
May

T.G.I.F.

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. . Market Sentiment Watch:  In today's post please find the natural gas storage review (YoY and 5 Year average comps continue to contract as we have injected less gas in storage during the injection season to date than in any of the years of the past decade – see new chart D1 in the […]


16
May

Monday Morning – RRC Buys MRD

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. . Market Sentiment Watch: A return to more important economic data began at the end of last week with retail sales and continues this week, all week long. In energyland, things grow quieter with the 1Q16 reporting season concluded and most of the big monthly reports from OPEC, IEA and EIA out of the way for the […]


12
May

Thursday Morning – MRD

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. . Market Sentiment Watch: Energy eyes the IEA.  "Changes to the data in this month's Report confirm the direction of travel of the oil market towards balance. The net result of our changes to demand and supply data is that we expect to see global oil stocks increase by 1.3 mb/d in 1H16 followed by a dramatic reduction […]


10
May

Tuesday Morning – MRD, OAS, NOG, HK

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. . Market Sentiment Watch: Energy land continues to focus oil volatility. In today's post please find comments on a last surge of 1Q16 earnings reports: MRD (production beat, volume guidance raise, with a big drop in capex), HK (no word on further debt restructuring initiatives), OAS (nice quarter, no change to guidance but upside chance increased, […]

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