Archive for the 'MTDR' Category


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 […]


06
Mar

Tuesday Morning – Permians Part I, MTDR

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. . Market Sentiment Watch: Futures up on North Korea news. Expect more news flow to emerge from CERAWEEK today. In today's post please find comments on the Permians (part I), the early read on oil inventories, details on our Spring Cleaning plans, and some other odds and ends. We will have live notes on the […]


22
Feb

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Busy day. In today's post please find the oil and natural gas inventory previews, comments on the PE quarter (beat on pre-announced volumes and good costs, reiteration of guidance), comments on the MTDR quarter (beat on record on volumes, 2018's guidance straddles current Street expectations), brief comments on a number of names […]


29
Nov

Wednesday Morning – ECR, MTDR

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. . Market Sentiment Watch: OPEC Meeting Eve. In today's post please find the oil inventory preview, the natural gas inventory preview (look for a sequentially smaller injection on similar weather week to week but a holiday impact on industrial demand and see pricing comments in the Commodity Watch section as we prepare to ratchet back […]


07
Nov

Tuesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Energy market sentiment greatly improved on oil prices approach two and half year highs.  In today's post please find the early reads on this week's oil and natural gas inventory reports, comments on eight 3Q17 reports and some other odds and ends.  Please note that our individual company comments may be briefer than […]

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