Archive for April, 2016


Friday Morning – COG, RRC

. . Market Sentiment Watch: A resting period (sideways) trading for the group would be welcome, for that to form up soon. In today's post please find the natural gas inventory slide show, comments on the COG quarter (EBITDA beat, solid, reaffirms modest volume growth as they keep to minimal activity levels), comments on the RRC quarter, and some other odds […]


Thursday Morning – WLL, AR

. . Market Sentiment Watch: In today's post please find the oil inventory review slide show (imports driven number with refinery throughput bobbling slightly (normal) as capacity rises out of the maintenance trough, finished product demand remained high, and crude production continued to edge lower (though we expect a near term acceleration lower)), comments on the WLL […]


Wednesday Morning

. . Market Sentiment Watch: FOMC announcement day. Expect big swings. In today's post please find the oil and natural gas inventory previews, as well as comments on the RES 1Q16 report (decent quarter considering current industry conditions, solid balance sheet, interesting), and some other odds and ends.  Ecodata Watch: We get Pending Home Sales at 10 am EST (F […]


Tuesday Morning – PXD

. . Market Sentiment Watch: Market eyes focused on FOMC announcement tomorrow. Few expect a move then but that it may be setting the stage for a summer hike and they will looking for signs of that in the release. Expect volatility, more tomorrow than today. In today's post please find comments on PXD's 1Q16 results […]


Monday Morning – 1Q16 Reporting Season About To Get Busy

. . Market Sentiment Watch: FOMC announcement week so most eyes will be focused on the language there. Yawn.  In energyland, 1Q16 earnings season heats up (see the week's calendar below) this week and becomes swamped next week. We see two possible additions to the Shopping List and one potential pruning over the next two weeks but otherwise […]

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