Archive for the 'PE' Category


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 […]


22
Feb

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Busy day. In today's post please find the oil and natural gas inventory previews, comments on the PE quarter (beat on pre-announced volumes and good costs, reiteration of guidance), comments on the MTDR quarter (beat on record on volumes, 2018's guidance straddles current Street expectations), brief comments on a number of names […]


30
Jan

Tuesday Morning – Catalyst List Update, ECR, PE

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. . Market Sentiment Watch: News flow picking back up in the group. In today's post please find the 4Q17 Catalyst Update part 1, an updated ECR cheat sheet in front of tomorrow's analyst day,  comments on the PE operations update (weather and non core sales likely to weigh on the name early), and some other odds […]


20
Nov

Monday Morning

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. . Market Sentiment Watch: Expect a slow week as desks are increasingly unoccupied. In today's post please find The Week That Was, a set of Permian cheat sheet updates as we prepare for the full Permian Players long form table later this week (in case you missed it we posted the Permian short form table last […]

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