Archive for the 'RSPP' Category


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 […]


20
Dec

Tuesday Morning – Gassy Players Update

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. . Market Sentiment Watch: Expect another pre holiday slow trading session (this week most of the ecodata data arrives Thursday). In today's post please find the early read on oil inventories, a new version of the Gassy Players Update, a Gassy Players Matrix, comments on the ECR divestiture (a small deal that's no small […]


02
Nov

Wednesday Morning – MTDR, NFX, RSPP

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. . Market Sentiment Watch: All eyes on Fed statement, not for change in rate but for change in tone. In today's post please find the natural gas macro slide show update (archived under "gassy") (production – up slightly but still down 2.9 Bcfgpd YoY, imports near recent history record lows, all-time-record Electrical generation gas demand which […]


14
Oct

Friday Morning – RSPP

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. . Market Sentiment Watch: We continue to see the group as being in sideways trading territory with an expected upward bias into the 3Q16 reporting season which for the upstream names kicks off just before month's end. In today's post please find the natural gas storage review (smaller than expected injection as production remains off […]

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