Archive for the 'nog' Category


03
Dec

Wednesday Morning

Print Friendly

. . Market Sentiment Watch: Nervous group conditions persist despite the occasional bounce attempt. We see these bounces as noise until a) oil prices stabilize and b) E&Ps release their 2015 budgets and volume guidance. The release of the budgets removes one peg of uncertainty from the group (how much of a capex cut = how […]


20
Nov

Thursday Morning

Print Friendly

. . 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.

Print Friendly

. .   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.

Print Friendly

. .   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

Print Friendly

. . 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 […]

Zman’s Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette

s2Member®
Get Adobe Flash player