Archive for the 'nog' Category


20
Nov

Thursday Morning

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. . Market Sentiment Watch: All energy eyes focused on Iran and OPEC next week. Expect more OPEC ministerial chatter after Iran deadline passes on the 24th.  Energy is largely traction-less at the moment as moves amount to noise before next week. Gassier names are trying to put in bottoms having made oddly sympathetic moves […]


07
Nov

T.G.I.F.

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. .   Market Sentiment Watch: Energy markets remain nervous and likely will through OPEC at month's end. In other areas, please see our note on natural gas production in the commodity section today.  In today's post please find the natural gas inventory slide show (bigger than expected injection) and comments on the NOG quarter (nice volume beat) […]


08
Aug

T.G.I.F.

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. .   Market Sentiment Watch: More earnings reports as the markets languish.  In today's post please find the natural gas inventory slide show (slightly smaller than expected injection and the first weekly non-record injection in recent memory) and quarterly reports from NOG (big big beat) and BCEI (meet on volumes, miss on production taxes, other costs […]


26
Jun

Thursday – Oil Review Plus Natural Gas Preview Plus A Few Other Odds and Ends

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. . Market Sentiment Watch: Fairly important reads on income and spending in today's economic data set.  In today's post please find the oil inventory review, the natural gas inventory preview, some comments on a long held name and some other odds and ends.  Housekeeping Watch – If you are new to the site or a […]


09
May

Friday Morning – BCEI, NOG Plus Natural Gas Inventories

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. .   Market Sentiment Watch: Light day in terms of ecodata news flow. E&P group seems to have the "we know everything now" feeling it often gets at the end of the first quarter reporting period when traders and managers are starting think about vacations on the water instead of the importance of slick water […]

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