Archive for the 'nog' Category


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 […]


04
Mar

Payrolls Friday

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. . Market Sentiment Watch: Interesting moves in energyland, despite inventory builds (maybe some are looking through the trough of maintenance season as they should) as a fourth consecutive week of U.S. oil production declines (more to come), and OPEC/non OPEC action change sentiment. We see an erosion in the guilt by association with anything hydrocarbon producing […]


03
Mar

Thursday Morning – CPE, NOG

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. . Market Sentiment Watch: Eyes returning focus to NFP tomorrow. In today's post please find the oil inventory review (monster crude build, solid gasoline demand, 4th consecutive drop in Lower 48 production), comments on the CPE 4Q15 (largely pre released, nice quarter at EBITDA, solid plan to avoid over levering, strong well results), the NOG […]


13
Nov

T.G.I.F.

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (a slightly more benign version of what API foreshadowed the day before with a larger than expected oil build due to a bounce in imports that more than offset a size rise in refinery throughput, a larger than expected gasoline stocks […]


05
Nov

Thursday Morning – Earnings Tsunami

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. . Market Sentiment Watch: Another busy one in E&P land on the earnings front.  In today's post please find the natural gas inventory preview, the oil inventory review (mixed bag) and comments on a dozen plus owned or names of interest E&Ps that reported last night or this morning. Our comments are briefer than usual due […]

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