Archive for the 'Oil Macro' Category


01
Aug

Wednesday Morning – NFX, HCLP, WLL

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. . Market Sentiment Watch: Busy day. In today's post please find the oil inventory preview, the oil by state/region production slide show, comments on the NFX quarter (big beat on big volume quarter with lower cost and strong realized prices, guidance increase, nice well highlights), comments on the HCLP quarter (in line, all eyes on sustainability […]


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 […]


01
Jun

Macro Friday

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. . Market Sentiment Watch: Payrolls Friday. Market on edge as major trading partners swap tariff proclamations.  In today's post please find a number of slide shows: the the natural gas review (smaller than expected injection one more shot at triple digits next week and then eroding injections even as we sit at +8 Bcfgpd YoY […]


01
Mar

Thursday Morning – Oil Inventory Review, Macro Oil and Gas, ECR

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. . Market Sentiment Watch: Busy day on the economic front; futures living in fear of Powell. In today's post please find the oil inventory review (headline misses for crude and gasoline with oil inventories up at a more seasonally normal pace driven by a reversal in net imports which were still at record lows for […]


01
Feb

Thursday Morning – Oil Review and Natural Gas Preview Plus

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. . Market Sentiment Watch: Group continues to take a breather as fears over rising domestic oil production prompt a buyers' strike in equities if not in the commodities that they sell. Anyone saying the stocks have discounted $65 oil is a short. In today's post please find the oil inventory review (much bigger than expected […]

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