Archive for the 'swn' Category


19
Sep

Wednesday Morning

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. . Market Sentiment Watch: Quiet news flow day. In today's post please find the oil inventory preview, the natural gas inventory preview, comments and an updated pro forma cheat sheet for SWN, and some other odds and ends.  Ecodata Watch: We get Housing Starts at 8:30 am EST (F = 1.243 mm, last read was 1.168 mm), […]


04
Sep

Tuesday Morning – SWN, CPE, Gas Macro Slide Show Update

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. . Market Sentiment Watch: Short but busy week on the economic data front. Canadian trade talk outcome may loom over the week.  In today's post please find The Week That Was, comments on SWN's sale of the FS (on the surface the price tag looks light but improves with transportation obligation assumption), comments on CPE […]


22
Aug

Wednesday Morning – COG, SWN

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. . Market Sentiment Watch: In today's post please find cheat sheet updates and brief post quarter comments for COG and SWN (a little bit of both ends of the gassy upstream spectrum), the oil inventory preview (Street looking for a benign set of numbers) and the natural gas storage preview for Thursday (consensus is […]


03
Aug

Friday Morning – EOG, SWN, ECR

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. . Market Sentiment Watch: Payrolls Friday. In today's post please find the the natural gas review (another smaller than expected injection that increased the deficit to the five year average, expect a slightly large injection next week on milder weather but also a new record level for ExMex), comments on the EOG quarter (strong financials on […]


19
Jul

Thursday Morning – SWN

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (positive side of neutral with headline unexpected crude build again largely a function of an unlikely to be sustained imports ramp and exports slump while products improved on record for time of year demand … see slide show below for details, […]

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