Archive for the 'XOG' Category


23
May

Wednesday Morning – PES, XOG

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. . Curious about becoming a subscriber to Zman's Energy Brain / Z4 Research?  May is a good time for that. Contact zman@zmansenergybrain.com for one time deals! If you need technical support with your account please email us at the same address as well and we will take care of it.  Market Sentiment Watch: Group needs a bit of […]


09
May

Wednesday Morning – More Permian and Other Earnings

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. . Market Sentiment Watch: Middle East risk premium increased.  In today's post please find the oil inventory preview (a bit of an atypical for time of year report expected), the early read on natural gas inventories (we see current consensus for tomorrow's build as low), comments on yesterday's EIA STEO, comments on the FANG […]


03
Apr

Tuesday Morning – XOG

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. . Market Sentiment Watch: Unsettled markets, again (thanks China and D.C.). We remain a bit over 20% cash with a cautious stance towards the broad market back drop and a constructive stance towards oilier names. As expected, this week continues to be quiet in the energy space. We expect a pick up in news flow […]


28
Feb

Wednesday Morning – More Earnings

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. . Market Sentiment Watch: Busy day. In today's post please find comments on the 4Q17 results from CPE, EOG, RSPP, OAS, and XOG, the oil inventory preview, the natural gas inventory preview (draw there still looks high to us), and some other odds and ends.  Our comments on the reporting names may be briefer in places than usual […]


09
Jan

Tuesday Morning – More Sand

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. . Market Sentiment Watch: Goldman energy conference likely to produce headlines. In today's post please find the early read on oil inventories (Street looking for another crude pull and sizable product builds – see our note of caution in Monday's post), the early read on natural gas inventories (consensus looking for a record withdrawal […]

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