Archive for the 'swn' Category


12
Sep

Tuesday Morning – OPEC, SWN

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. . Market Sentiment Watch: Group still trying to find traction (last Friday aside). In today's post please find the early read on oil inventories (including our rough guess range the average of which points to an above Street oil build, the early read on natural gas, comments on the OPEC monthly (stronger demand forecast, falling […]


11
Sep

Monday Morning

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. . Market Sentiment Watch: In today's post please find an The Week That Was, the ZLT Pie (with a section added this week to show short term moves), comments on OAS's midstream offering, and some other odds and ends.  Look for Harvey to again strongly influence the weekly EIA report this week and we […]


04
Aug

Friday Morning – SRCI, SWN

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. . Market Sentiment Watch: One of the weaker weeks following one of the strongest of the year as the heart of upstream reports generally solid if as expected growth (few blowouts to the upside this quarter (notable exception SRCI), good spending discipline but subjected to fears over rising GOR's.  Names like PXD are setting […]


07
Jun

Wednesday Morning

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. . Market Sentiment Watch: Another light day on the economic data front. The group remains in need of data and mired in the doldrums of summer with very little in the way of news flow which is normal for this time of year. Yesterday EIA pushed their U.S. oil production forecast for 2017 a […]


28
Apr

Friday Morning – COG, SWN

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. . Market Sentiment Watch: Nervous market conditions persist. In today's post please find the natural gas inventory review (in line), comments on the COG quarter (beat, raise, strong well results, strong balance sheet gets stronger, teases new play without spillng the name), comments on the SWN call (beat, reiteration on volumes, improved differentials, strong new […]

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