Archive for the 'Uncategorized' Category


19
Jan

Thursday Morning – OAS

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. . Market Sentiment Watch: Sideways group action of the last 6 weeks expected to continue near term. In today's post please find the oil inventory preview, the natural gas preview (bigger than average expectation for today's report before we shrink back on mild weather next week), comments and a cheat sheet and catalyst list update […]


18
Jan

Wednesday Morning – OPEC, LPI

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. . Market Sentiment Watch:  In energyland, news flow cranked up right on schedule. More to come near term. In today's post please find an updated cheat sheet and modeling thoughts for LPI, the early read for oil inventories, the early read for natural gas inventories (bigger on strong across the board demand rebound), comments […]


17
Jan

Tuesday Morning – CWEI, LPI, REXX, Permian Deals Update

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. . Market Sentiment Watch: Economic data flow likely to be eclipsed market machinations in the run up to Friday's inauguration. News flow in the group cranking up rapidly. On the heels of acquisitions and offerings in the Permian and a major acquisition in the Eagle Ford last week and the corporate deal of NBL buying […]


15
Jan

Wrap – Week Ended 01/13/17

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. . Have a peaceful and reflective MLK holiday.  Questions and comments under The Wrap will be addressed in the Tuesday post.  .


13
Jan

Friday Morning – Catalyst List Update, WPX

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. . Market Sentiment Watch: Energyland trading in adrift fashion as we await news flow pickup at the macro and micro (not deals, plenty of those, but more 2017 guidance) levels. Valuations for our top names continue to modestly improve as they essentially stand still which is fine.  In today's post please find the natural gas […]

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