Archive for the 'REN' Category


08
May

Tuesday Morning – More Earnings

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. . Market Sentiment Watch: Noisy day ahead as we get the White House decision on the JCPOA and the latest EIA STEO within about a two hour stretch on either side of noon. In today's post please find the oil inventory preview, comments on the OAS quarter (beat on pre-annouced volumes and modest raise), comments on the LBRT […]


19
Apr

Thursday Morning – REN

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. . Market Sentiment Watch: Energy sentiment continues to improve. We would not be surprised to see some secondary market offerings in the space near term to help more rapidly firm balance sheets and supplement capital programs.  In today's post please find the oil inventory review (better than expected report across the board with unexpected draws […]


19
Sep

Tuesday Morning- REN

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. . Market Sentiment Watch: Group seeking traction and major trend reversal. Both for the equity industry sub groups and for oil and natural gas.  In today's post please find the early read on oil and natural gas inventories, comments on REN, comments on JAG, and several other odds and ends.  Ecodata Watch: We get Housing […]


15
Sep

Friday Morning – Natural Gas Storage + JONE

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. . Market Sentiment Watch: In today's post please find the natural gas inventory review (bigger than expected build, and we expect another big one next week as well), comments on JONE, comments on REN, and some other odds and ends. Next Friday OPEC plans to meet to discuss among other items enhanced monitoring of exports (should […]


14
Jun

Wednesday Morning – REN

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. . Market Sentiment Watch: Fed decision day. In today's post please find the oil inventory preview (more than usual price action hinging on this one especially after last week's surprising EIA report and last nights crude build at API), the natural gas inventory preview (expect to be in line with the averages and the beginning of […]

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