Archive for the 'pxd' Category


08
Aug

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Busy day. In today's post please find the oil inventory preview, the natural gas preview, comments on the PE quarter(beat, raise on production and capex, best in show diffs), comments on the PXD quarter, comments on the XOG quarter(in line top line, miss on EBITDA due to hedge impacts), comments on the PVAC […]


03
May

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Moving through the 1Q18 reporting season with another strong set of numbers today (more variability today vs yesterday though which were on the whole quite strong). Sentiment remains strong and the bigger Permians are brushing aside the Mid-Cush blowout with a thing called planning.  In today's post please find the oil […]


08
Feb

Thursday Morning – PXD

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. . Market Sentiment Watch: Expecting to see group traction re-engaged soon after oil ends unsustainable run up into this period of seasonally rising inventories. In today's post please find the oil inventory review (negative as weekly reports go due to EIA's massive reported "true up" for U.S. production), the natural gas preview (consensus in line […]


07
Feb

Wednesday Morning – QES, PXD

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. . Market Sentiment Watch: Nervous market back drop continues.  In today's post please find the oil inventory preview, the natural gas inventory preview, an Service IPO quick look, comments on the PXD quarter (beat, streamlining down to Pure Play Permian), comments on the VNOM quarter, and some other odds and ends.  Ecodata Watch: We get consumer credit at 3 […]


02
Nov

Thursday Morning – Earnings Mini Avalanche

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. . Market Sentiment Watch: Sentiment on the brink of improving.  In today's post please find the oil inventory review (mixed bag, better on oil and much better on gasoline – see review for details), the natural gas preview (still expecting a slightly larger injection this week than last but relatively moot now as we […]

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