Archive for the 'wll' Category


01
Aug

Wednesday Morning – NFX, HCLP, WLL

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. . Market Sentiment Watch: Busy day. In today's post please find the oil inventory preview, the oil by state/region production slide show, comments on the NFX quarter (big beat on big volume quarter with lower cost and strong realized prices, guidance increase, nice well highlights), comments on the HCLP quarter (in line, all eyes on sustainability […]


01
May

Tuesday Morning

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. . Market Sentiment Watch: Energy sentiment continues to improve.  In today's post please find the early read on oil inventories, comments on the WLL quarter (beat and reiterate, no update on DJ sale), comments on the EIA 914 data and the natural gas supply and demand date from the NG Monthly, an updated Energy Earnings […]


04
Apr

Wednesday Morning – OAS and WLL

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. . Market Sentiment Watch: Unsettled market conditions persist as China retaliates less than a day after White House economic aide claims they would not. Sheesh. This is a busy week on the economic data front continuing today with more jobs and orders data but the payrolls data, due out Friday, is likely to continue to take […]


22
Feb

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Busy day. In today's post please find the oil and natural gas inventory previews, comments on the PE quarter (beat on pre-announced volumes and good costs, reiteration of guidance), comments on the MTDR quarter (beat on record on volumes, 2018's guidance straddles current Street expectations), brief comments on a number of names […]


30
Nov

OPEC Thursday

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. . Market Sentiment Watch: All eyes on OPEC. In today's post please find the oil inventory review (mixed bag report, bearish side of neutral on product inventory builds but demand hits that caused them should be extremely transitory), the natural gas preview (smaller sequential and smaller YoY report expected), comments on WLL, the Bakken multiples table, and […]

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