Archive for the 'nog' Category


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 […]


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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. .   Market Sentiment Watch: Wrapping up a busy week of earnings with another set of key name 4Q13 reports. In today's post please find the natural gas inventory slide show, comments on the 4Q13 results at SWN (in line quarter and big Fayetteville and Marcellus wells but Brown Dense still a waiting game), KOG (fine on pre-announced […]


Thursday Morning – Oil Review, Natural Gas Preview and A Number of Updates

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. . Market Sentiment Watch: Economy not exactly catching fire and broad markets are yoyo-ing about in fear mode. In energyland commodities remain as or better than expected.  In today's post please find an updated pie chart of our gassier holdings after yesterday's round of additions in the gassy E&P space, a quick updated cheat sheet […]


Tuesday Morning – TPLM

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Market Sentiment Watch: Economic data to provide little guidance until Thursday in the States but more overnight data out of China point to what some call mixed and we call very strong economic results. Chinese retail sales up 13.7% and industrial output up 10% (which was the mixed part since October was up 10.3%).  We watch […]

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