Archive for April, 2007


Shale Play: NFX & SWN Head To Head – An Addendum

This addendum should be read in conjunction with these two pieces: Newfield Exploration – Growing through the drillbit – April 20 NFX 1Q07 Right On Track – April 26 At first it seems an odd comparison… One, Southwestern Energy, is a small gassy, rapidly growing thoroughbred of an E&P focused on a tremendous resource play […]


Monday Morning

If you missed the weekend edition, check it out here. In it I run through last week’s numbers including yet another build in the now near record speculative natural gas shrot position. Oil Probably Trades Sideways To Up Today. After last week’s advance, the result of a foiled terrorist plot in Saudi Arabia, I ‘d […]


4/27/07 Wrap – Big Week For Commodities, Stocks

The week in a nutshell: Comments: Gasoline – Refinery utilization FELL and more outages were announced sparking a massive run in gasoline prices, the refinery stocks, and energy stocks in general. Tesoro added to it’s quest to double in under four months doing a very good impression of a Chinese dot com.  (VLO) beat by […]


Friday Random Thoughts

Natural Gas Holds Mid $7 As YoY Storage Deficit Increases. On the one hand, storage is at the third highest level for this time of year. I’d say score one for the bears but it had been running second to last year’s bloated levels. On the other hand, the YoY storage deficit, increased again as […]


Thursday Morning Thoughts + Newfield Exploration Update

First things first. Gasoline inventories continue to fall as the domestic refining industry continues to have difficulties getting it’s act together in the wake of Spring maintenance season. Utilization took an unexpected dip which more than offset a slight build in imports. The EIA’s report of a sizable draw in gasoline stocks (2.7 million barrels)  […]

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