Archive for the 'nog' Category


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 […]


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 […]

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