Archive for the 'nog' Category


14
May

Thursday Morning – Oil Review and Natural Gas Preview Plus Cheat Sheet Updates

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. . Market Sentiment Watch: Sideways trading reestablished. In today's post please find the natural gas inventory preview, the oil inventory review (moving in the right direction with flatting oil production that wil roll soon and strong product demand), a number of post quarter cheat sheet updates as we play catch up after last week's avalanche […]


08
May

T.G.I.F.

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. .   Market Sentiment Watch: Payrolls in focus. In energyland, oil and natural gas are resting after a big move and during the shoulder season respectively. 1Q15 E&P reporting season has contained few surprises so far save the odd bit of increased guidance in a few of our names on capex that remains as previously […]


13
Apr

Monday Morning

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. . Housekeeping Watch: Apologies, we conducted a software "upgrade" on Friday and one of the changes to the site is apparently the removal of the login link at upper left. We made the site open today so you could see this and the solution (for the moment) is to click the Admin button at upper right if […]


27
Feb

T.G.I.F.

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. .   Market Sentiment Watch: Friday wraps an extremely busy week for 4Q14 E&P reporting.  In today's post please find the natural gas inventory slide show (below expectations despite bitter widespread cold in the places that are gas intensive) and comments on several key to the ZLT names.  Ecodata Watch:  We get the 4Q14 GDP revision at 8:30 am […]


03
Feb

Tuesday Morning

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. . Market Sentiment Watch: Nervous market conditions persist for the broad markets. In energyland the combination of more visibility in capital budgets and the attempt to find a crude bottom (not a reversal but a bottom) is prompting a little bottom fishing and short covering. The heart of 4Q14 earnings season is 3 weeks […]

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