Archive for the 'rexx' Category


Tuesday Morning – CWEI, LPI, REXX, Permian Deals Update

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. . Market Sentiment Watch: Economic data flow likely to be eclipsed market machinations in the run up to Friday's inauguration. News flow in the group cranking up rapidly. On the heels of acquisitions and offerings in the Permian and a major acquisition in the Eagle Ford last week and the corporate deal of NBL buying […]


Wednesday Morning – Gas Macro Update

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. . Market Sentiment Watch: Volatile start to the year for the energy group. In today's post please find the natural gas supply and demand slide shows (this post has been archived under "gassy" for ease of reference using the pull down menu at upper left), comments on REXX, and some other odds and ends.  […]


Wednesday Morning – CXO, REXX, NOG

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. . Market Sentiment Watch: Market surprised by election results. Expect extreme volatility. In today's post please find the oil and natural gas inventory previews, comments on quarterly results from CXO (nice quarterly beat on higher than expected volumes, 2016 raised and 2017 initiated above Street), REXX (beat on volumes, miss on prices), and NOG (meh), and […]


Tuesday Morning – RICE

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. . Market Sentiment Watch: In energy land, oil is trading slightly lower as hopes that OPEC members and large Non OPEC players meeting in Algeria might come to some sort of price stabilizing agreement begin to fade (further). The group remains in the sideways trade.  In today's post please find the early read on oil inventories, comments on […]


Monday Morning

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. . Market Sentiment Watch: No economic data today and a broad market close at LOD on Friday is leading to opening weakness. In energyland we expect a partial reversal of last week's biggest crude draw down in 17 years as imports rebound.  Combined with a bit of new found broad market fear this may lead to […]

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