Archive for the 'RSPP' Category


19
May

Friday Morning – MTDR

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. . Market Sentiment Watch: Summer doldrums in progress with OPEC next week. ZLT streamlining and core up about to begin (but not feeling rushed). In today's post please find the natural gas inventory review (bigger than expected injection still well below the five year average; this week's data points to a similarly sized injection next […]


16
May

Tuesday Morning – Permian Cheats Day 1

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. . Market Sentiment Watch: News flow at May slow in the group. In today's post please find cheat sheets for CPE, RSPP, JAG, LPI, the early reads on oil and natural gas inventories, and some other odds and ends.  Ecodata Watch: We get Housing starts at 8:30 am EST (no forecast, last read was […]


03
May

Wednesday Morning – CPE, NFX, RSPP, FANG, VNOM

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. . Market Sentiment Watch: Nervous group conditions persist as oil tests recent lows. In today's post please find the oil and natural gas inventory previews, comments on the CPE quarter (beat and reiterate), comments on the NFX quarter (beat and raise with new exploration on the horizon and monster outperformance from the enhanced STACK fracs), […]


10
Mar

Friday Morning

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. . Market Sentiment Watch: Payrolls Friday. In today's post please find a requested quick group table, updated cheat sheets for PE and RSPP, comments on the AREX quarter, and some other odds and ends.  Next week we get an updated version of the OPEC monthly.    Ecodata Watch: We get Nonfarm Payrolls at 8:30 am EST […]


28
Feb

Tuesday Morning – More 4Q16 Earnings

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. . Market Sentiment Watch: Big day on the economics front ending in the president's comments on a proposed top line budget this evening.  In today's post please find comments on the quarterly reports for CPE (modest quarterly miss, a 2017 guidance boost, additional zone at Monarch now flowing), EOG (big EBITDA beat, guidance is light […]

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