Archive for the 'nog' Category


18
Jul

Wednesday Morning – COG

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (another week, another expected draw), the natural gas preview (as expected, consensus is forming up close to last week's report (maybe a bit high)), an updated catalyst list table and cheat sheet for COG, and some other odds and ends.  Please see […]


03
Jul

Tuesday Morning – NOG

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. . Market Sentiment Watch: Expecting a quiet day as traders and managers head out early for holiday. In today's post please find the early read on oil inventories, the by state/region oil production charts, the monthly natural gas demand slides, a requested NOG cheat sheet update, and some other odds and ends. If we don't speak […]


21
Dec

Thursday and Friday Post – COG, NOG, Bakken and Happy Holidays

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. . Market Sentiment Watch: Group finding traction as a last flurry of news hits. Expect a bit of early softness on the Forties fix noted below but traction is building in a number of areas and we have a few names approaching 52 week highs and names making technical breakouts with reasonable valuations which […]


23
Aug

Wednesday Morning

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. . Market Sentiment Watch: Waiting for traction. In today's post please find the oil inventory preview (Consensus looking for another sizable crude draw and flattish products though API pointed to larger product builds which dent sentiment while not really taking much away from current YoY deficits), requested comments on NOG, and some other odds and ends.  […]


09
Nov

Wednesday Morning – CXO, REXX, NOG

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. . Market Sentiment Watch: Market surprised by election results. Expect extreme volatility. In today's post please find the oil and natural gas inventory previews, comments on quarterly results from CXO (nice quarterly beat on higher than expected volumes, 2016 raised and 2017 initiated above Street), REXX (beat on volumes, miss on prices), and NOG (meh), and […]

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