Archive for the 'MTDR' Category


05
Jun

Tuesday Morning

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. . Market Sentiment Watch: Energy markets remain unsettled. Reports out today that the U.S. has "quietly" asked some OPEC players to increase oil production. In today's post please find the early read on oil inventories, comments and a cheat sheet update for MTDR, Permian Players Hedge Table, and some other odds and ends.  Ecodata Watch: We […]


04
Jun

Monday Morning

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. . Market Sentiment Watch: Lighter week on the economic data front. Trade war fears remain a off again, on again focus. In energyland eyes remain split between OPEC and OPEC+ comments and the Permian differentials. In today's post please find The Week That Was, subscriber mailbox comments, comments from MTDR on flow assurance and more, and […]


15
May

Tuesday Morning – So Far This Quarter Wrap

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. . Market Sentiment Watch: Energy sentiment continues to improve. In today's post please find the final version of 1Q18 So Far This Quarter (bullet point comments on 34 of the 40+ names we reviewed and/or we on the calls for this quarter), comments on MTDR, WRD, and some other odds and ends.  Ecodata Watch: We […]


03
May

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Moving through the 1Q18 reporting season with another strong set of numbers today (more variability today vs yesterday though which were on the whole quite strong). Sentiment remains strong and the bigger Permians are brushing aside the Mid-Cush blowout with a thing called planning.  In today's post please find the oil […]


14
Mar

Wednesday Morning – LBRT, MTDR

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. . Market Sentiment Watch:  In today's post please find an updated cheat sheet and post call thoughts on LBRT, an updated cheat sheet for MTDR, comments on the OPEC monthly (delayed until about 9 am EST), the oil inventory preview (in line with historic norms crude build expected with smallish product draws), and some other […]

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