Archive for the 'swn' Category


06
Dec

Wednesday Morning – SWN

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. . Market Sentiment Watch: All energy eyes back to focusing on data. In today's post please find the oil inventory preview, the natural gas inventory preview (much weaker than average withdrawal expected this week but a turn for the better is again in the offing … medium term production concerns to persist), a cheat sheet […]


27
Oct

Friday Morning – COG, SWN

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. . Market Sentiment Watch: Upstream and Service seeking support after an oddball divergence from that which they sell right in front of earnings season. In today's post please find the natural gas inventory review (in line report, storage at 6th highest level for time of year and receding vs 5 year and year ago levels), comments […]


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 […]

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