Archive for the 'Wattenberg' Category


07
Nov

Wednesday Morning – More Earnings Plus Prop 112

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. . Market Sentiment Watch: In energy land most eyes are focused on inventories as refiners climb back out of maintenance season and after oil fell for a rare 7 consecutive seasons going into the U.S. midterms.  In today's post please find comments on the FANG quarter, comments on the PXD quarter (beat; rising Permian only production […]


06
Nov

Tuesday Morning – Wattenberg Players, and More

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. . Market Sentiment Watch: Election Day. In energy land, more eyes appear to be focusing on natural gas. In today's post please find comments on the OAS quarter (solid, guidance tweaks to late 2018 should not impact 2019; balance sheet continues to improve), an updated Wattenberg Players table (just in time for today's key vote […]


11
Sep

Tuesday Morning – Wattenbergs

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. . Market Sentiment Watch: Our thoughts are with the families of the fallen and our thanks go to those heroes that protect our freedoms on this day.  In today's post please find the early read on oil (benign expectations) and natural gas inventories (expecting increased deficits to the YoY and five year average inventories), the Wattenberg […]


16
Nov

Thursday Morning – Oil Inventory Review, Wattenbergs

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (bearish side of neutral … 1) record refiner throughput pointing to an almost absolute lack of a fall maintenance season so far (and we would normally be rising out of it now) met a bounce in imports and another report of […]


15
Nov

Tuesday Morning – Wattenberg Update

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. . Market Sentiment Watch: Economic data continues to take a back seat to broad market thoughts regarding the U.S. administration transition. Energyland remains in a near news blackout in front of OPEC. In today's post please find updated cheat sheets for PDCE, SYRG, and XOG along with a few post quarter comments (see more on […]

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