Archive for the 'oas' Category


Wednesday Morning – OAS, HAL

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. . Market Sentiment Watch: Energyland remains mired in the sideways trade (not a bad thing, just a fact).  Expect catalysts, guidance, and growth to propels the upper tier of the ZLT in coming weeks, followed by another lull as we approach OPEC at the end of November. In today's post please find the oil inventory […]


Tuesday Morning – Catalyst List Update Part IV (expanded) + OAS

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. . Market Sentiment Watch:  In energyland the sideways trade continues while the string of deals accelerates. Expect a pick up in news flow near term from the upstream players (guidance and operations updates). In today's post please find an expanded edition of Part IV the Catalyst List (the oily mixed play players adds CRZO and […]


Wednesday Morning

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. . Market Sentiment Watch: Volatility continues to rise. In energyland all eyes will be on the weekly crude build though we expect a larger than Street estimate sized one (see table below) and for seasonally larger ones for the next two months as refiners rein in capacity for maintenance (though not as large as the […]


Tuesday Morning – Bakken Cheats Plus NOG, PE, CXO

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. . Market Sentiment Watch: Econoimic data heating up but market looks to be on almost auto pilot before August expiry and Labor Day.  In today's post please find  the early read on oil inventories, cheat sheet updates for a number of Bakken Players along with comments on NOG changes, comments on another acquisition and set […]


Thursday Morning – 2Q16 Earnings Tsunami Day 2

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. . Market Sentiment Watch: The UK opted to cut rates by 25 bps to a record low level, their first cut since 2009, due to Brexit. Another busy day as we have nearly a dozen names of interest reporting 2Q16 results and comments today will be more bullet point form than usual due to time constraints. In […]

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