Archive for April, 2017


Wrap – Week Ended 4/28/17

. . The ZLT was off 0.1% last week and is off 13.9% on the year. The XOP was off 0.5% last week and is off 15.6% on the year.  Questions and comments under The Wrap will be addressed in the Monday post.  The calendar for Energy Earnings Week 3 and the latest So Far […]


Friday Morning – COG, SWN

. . Market Sentiment Watch: Nervous market conditions persist. In today's post please find the natural gas inventory review (in line), comments on the COG quarter (beat, raise, strong well results, strong balance sheet gets stronger, teases new play without spillng the name), comments on the SWN call (beat, reiteration on volumes, improved differentials, strong new […]


Thursday Morning

. . Market Sentiment Watch: In today's post please find the oil inventory review (mixed bag), the natural gas preview, comments on the OII quarter (ship not sinking),  comments on the WLL quarter (more interesting), The Quarter So Far, revised Energy Earnings calendars for weeks 2 and 3, and some other odds and ends.  Ecodata Watch: We get Jobless […]


Wednesday Morning

. . Market Sentiment Watch:  In today's post please find the oil inventory preview (API overnight was mixed leaning to the bearish side as weekly numbers go), the natural gas inventory preview (bigger number expected relative to last week but beyond the short term we see solid, lower slope injection this late spring/early summer), the […]


Tuesday Morning – RRC

. . Market Sentiment Watch: In Energyland the focus is a bit more split towards earnings with a focus on capital and operating costs than it has been of late though the weekly inventory reports are swinging the group with undue weight at the moment. Inventories are progressing largely as expected. In today's post please find […]

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