Archive for the 'SN' Category


03
Nov

T.G.I.F.

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. . Market Sentiment Watch:  In today's post please find the natural gas inventory slide show (look for another 3 to 4 injections to drive storage to a peak below 3,925 Bcf with a much smaller injection reported next week), comments on the EOG quarter (strong, guiding up, added two more "premium" plays), and some […]


24
Oct

Tuesday Morning

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. . Market Sentiment Watch: Economic data likely less important this week than tax headlines and earnings. Energy land for the stocks looks traction less in the face of oil and natural gas resilience. Moves yesterday looked technical reflecting light volumes on a dearth of news ahead of 3Q report season which slowly gets underway next […]


05
Oct

Thursday Morning – Oil Review, SN ,MTDR, PE

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. . Market Sentiment Watch: Energy offerings arrive. In today's post please find the oil inventory review (much bigger than expected crude stocks drop on tame imports, resilient demand, and another big record for U.S. oil exports – see the review section below more detail), the natural gas preview (expecting to pull into line with the five […]


27
Jan

Wednesday Morning

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. . Market Sentiment Watch: Fed watch day. News flow in energyland remains in calm before the storm mode and we'll get more interesting commentary out of the Service and Refining sectors overnight tonight. We are increasingly constructive on natural gas names and this is starting to show up in several of them but are […]


20
Jan

Wednesday Morning

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. . Market Sentiment Watch: Market in fear mode. In energyland, the debt and equity buyers strike continues leading to gaps lower in prices even without commensurate reductions in fundamentals (we noted OAS down 30% since just before the holiday's yesterday with EBITDA down 6% but there are many examples). Like others (apparently), we continue […]

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