Archive for the 'wpx' Category


18
Sep

Tuesday Morning – WPX

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. . Market Sentiment Watch: Tariffs dominating headlines today (10% tariff on $200 B of U.S. imports from China coupled with a warning not to retaliate). In energy land, company level news flow remains light. In today's post please find the early read on oil inventories, comments on the EIA DPR (EIA's model is rapidly decelerating), requested […]


12
Apr

Thursday Morning

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. . Market Sentiment Watch: Unsettled market conditions persist. In today's post please find the oil inventory review (jump in imports, dip in exports yield unexpected (though normal for time of year) crude stock build), comments on the OPEC monthly (slight increase to demand, slight increase to non OPEC supply, lower OECD stocks (again below the […]


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 […]


20
Dec

Wednesday Morning – WPX

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. . Market Sentiment Watch: Group seeking traction into year end.  In today's post please find requested comments and a cheat sheet update for WPX, the oil inventory preview (another big crude draw on the way according to estimates and API), the natural gas inventory preview (as expected, looking for a mid triple digit withdrawal), […]


04
May

Thursday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Nervous group conditions persist. In today's post please find the oil inventory review (mixed bag highlighted by a smaller than expected crude draw on flattish net imports and a larger SPR release balanced by a smaller than expected gasoline build and an unexpected distillate draw down on resurgent demand which was […]

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