Archive for the 'oas' Category


02
Oct

Thursday Morning – Oil Inventory Review, Natural Gas Preview

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. . Market Sentiment Watch: Most eyes on nonfarm payrolls tomorrow. All eyes in energy land now focused on what Saudi is doing in terms of oil price discounts to Asia and the impact that is having on Brent and global oil prices (we've been anticipating a test of $90 for some time now for different reasons […]


26
Sep

Friday Morning

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. .   Market Sentiment Watch: Nervous market conditions continue with the strong dollar weighing on sentiment in the commodity space and other non-energy groups joining the end of quarter funk.  In today's post please find the natural gas inventory slide show (in line and we still see a seasonal peak just over 3,500 Bcf) and OAS […]


06
Aug

Wednesday Morning – Earnings Palooza

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. . Market Sentiment Watch: Busy, busy, busy in the E&P space. So far this season, positive results have largely been ignored while anything viewed as negative (gassier than expected mix or a miss) seen as reason to throw the baby further out the window with the bath water. This too shall pass.   In today's post please find […]


08
Jul

Tuesday Morning

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. . Market Sentiment Watch: The energy groups are taking a pause pre 2Q14 reporting season, continuing the move that began two weeks ago as momentum continues to fade. Gassier names are seeing the most profit taking as natural gas fades due to a slow start to summer and record production levels. In today's post please […]


06
May

Tuesday Morning – Earningspalooza

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. . Market Sentiment Watch: Light on the economic data today but another avalanche of earnings from names we care about. In today's post please find earnings related comments on EOX (solid quarter with upped annual guidance and Low Rider EURs (as expected)), EOG (monster quarter with upped oil guidance and new oil plays), CRZO (nice quarterly […]

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