Archive for the 'nog' Category


16
Aug

Tuesday Morning – Bakken Cheats Plus NOG, PE, CXO

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. . Market Sentiment Watch: Econoimic data heating up but market looks to be on almost auto pilot before August expiry and Labor Day.  In today's post please find  the early read on oil inventories, cheat sheet updates for a number of Bakken Players along with comments on NOG changes, comments on another acquisition and set […]


05
Aug

Friday Morning – Payrolls and More Energy Earnings

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. . Market Sentiment Watch: Payrolls in focus. In today's post please find the natural gas storage review (a not so unexpected summer time draw on strong natural gas-fired generation and a new high for gas exports (both LNG and Mexico are at the highs, sending a combined 4.7 Bcfpgd out of the country) as well as comments […]


13
May

T.G.I.F.

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. . Market Sentiment Watch: Most market eyes focused on the woes of the retail sector. In today's post please find the natural gas inventory review (slightly below estimates, the lowest injection for this week of the year since 2012 and some LNG comments), comments on the OPEC Monthly, the Bakken Players post quarter update for the three […]


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, […]


09
Mar

Wednesday Morning – Bakkens

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. . Market Sentiment Watch: Another slow day in economic data land. In today's post please find the oil and natural gas inventory previews, comments on the STEO, a number of post quarter cheat sheet updates and the mini Bakken table containing our owned pure or nearly pure play names in the Williston Basin, and some other odds […]

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