Archive for the 'oas' Category


30
Nov

Wednesday Morning

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. . Market Sentiment Watch: All eyes on OPEC. In today's post please find the oil and natural gas inventory previews, cheat sheets for OAS and CLR, and some other odds and ends.  Posted early given OPEC notes below the post starting early.  Ecodata Watch: We get ADP employment at 8:15 am EST (no forecast, last read […]


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 […]


08
Nov

Tuesday Morning – OAS, FANG, XOG

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. . Market Sentiment Watch: All eyes on Florida, Michigan, Pennsylvania, FOX, MSNBC, CNN … expect rumors of foreign intervention today and tomorrow and expect big volatility … can't wait to have the focus shift back to improving type curves, falling per lateral foot costs, newly delineated zones, the ongoing macro rebalancing for both oil and natural […]


19
Oct

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 […]


18
Oct

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 […]

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