Archive for the 'PE' Category


18
May

Friday Morning

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. . Market Sentiment Watch: Lighter day on the economic data front.  Positive energy sentiment continues to broaden / ZLT moving back to the 2016 highs. In today's post please find the natural gas inventory review (in line, next week's build appears to be smaller), a number of post quarter cheat sheet updates with post quarter updates […]


11
May

Friday Morning – JAG, PE

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. . Market Sentiment Watch:  In today's post please find the natural gas storage review (in line injection, light to our thoughts; next week's injection is set to be bigger), comments on the JAG quarter (in line to slight beat, 2Q guidance above Street, full year guidance affirmed, balance sheet below 1x, operations increasingly efficient, guidance […]


04
May

T.G.I.F.

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. . Market Sentiment Watch:  In today's post please find the natural gas storage review (bigger than expected but smaller than year ago and five year average despite mild weather and the giant dry gas gap to year ago production levels), comments on the coming week's injection,   comments on the PE quarter (big beat, standout quarter […]


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 […]


28
Feb

Wednesday Morning – More Earnings

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. . Market Sentiment Watch: Busy day. In today's post please find comments on the 4Q17 results from CPE, EOG, RSPP, OAS, and XOG, the oil inventory preview, the natural gas inventory preview (draw there still looks high to us), and some other odds and ends.  Our comments on the reporting names may be briefer in places than usual […]

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