Archive for the 'RRC' Category


16
Oct

Tuesday Morning – VNOM and Other Stuff

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. . Market Sentiment Watch: Energy markets focused on headlines coming out of a CERA conference in India while casting a wary eye over a "15 minute meeting" between King Salman and Pompeo. In today's post please find the early read on oil inventories, the early read on natural gas inventories (as expected, smaller than the […]


29
Aug

Wednesday Morning – RRC, Gassy Players Update

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. . Market Sentiment Watch: Doldrums of summer continue with more light volume showings yesterday in the group and in the commodities. In today's post please find an updated cheat sheet for RRC, a Gassy Players update with the ECR pro forma read added to the table, and some other odds and ends.  Ecodata Watch: We get the 2Q18 GDP […]


31
Jul

Tuesday Morning – PES, RRC

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. . Market Sentiment Watch: Plethora of broad market moving data today. In today's post please find the early read on oil inventories, comments on the PES quarter (in line top line, messy quarter miss on items, soft guidance), comments on the RRC quarter (solid results; good price guidance), and some other odds and ends.  Ecodata Watch: […]


28
Jun

Thursday Morning – RRC

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (monster 9.9 mm barrel crude draw, record throughput, record oil and distillate exports), the natural gas preview (expectations are roughly in line with our thoughts and the five year average for the week), an updated cheat sheet for those interested in […]


26
Apr

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Energy news flow getting busier. In today's post please find the oil inventory review (weak headline numbers, strong internals including all time record oil and distillate exports – see the Oil Inventory Review section below), the natural gas preview (consensus for today's withdrawal continues to grow), comments on a number of names […]

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