Archive for the 'XOG' Category


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 […]


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), […]


19
Dec

Tuesday Morning – Permians, XOG

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. . Market Sentiment Watch: Group seeking traction. In today's post please find the early read on oil inventories, a set of projected free cash flow or outspend notes for the Permian added to the weekly multiples table (more of these to come in the next few days for other groups along with some requested […]


15
Nov

Wednesday Morning – XOG, STACK Stuff

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. . Market Sentiment Watch:  Energy taking a breather after pushing back to pre summer levels last week. In today's post please the oil inventory preview (API last night was bearish), the natural gas inventory preview (the two consensus estimates vary widely … we expect a small build but are in the minority), comments on XOG […]


08
Nov

Wednesday Morning – Earnings Avalanche Day 2 plus Oil Inventory Preview

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. . Market Sentiment Watch: More earnings. In today's post please find the oil inventory preview, the natural gas inventory preview (expecting a very small injection as we approach season's end), comments on a number of reporting names, comments on the EIA STEO (pretty unexciting this month but they are still in the game of pushing the […]

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