Archive for July, 2017


Tuesday Morning – CLB, SRCI

. . Market Sentiment Watch: In energy land news flow is increasing.  In today's post please find the oil inventory preview (more draws expected across the board), comments on the Macro and quarter for CLB (miss and lower guidance but we largely pay attention for the macro), comments on SRCI (monster beat pre announced; guidance jacked higher), […]


Monday Morning – HAL

. . Market Sentiment Watch: OPEC compliance meeting notes to swing energy land today (see Commodities Watch section). In today's post please find comments on the HAL quarter (big beat led by NAM; International activity up), The Week That Was, the calendar for 2Q17 Energy Earnings Week 2, and some other odds and ends.  In […]


Wrap – Week Ended 7/21/17

. Questions and comments under The Wrap will be addressed in the Monday Post. But first, some graphs for thought … 1) Natural gas tracking to a sub 3.9 Tcf end of season peak, supportive of our $3.25 2017 deck.  . . 2) Third consecutive better than expected WPSR as we eat into the 5 year […]


Friday Morning – Natural Gas Storage Review, SLB

. . Market Sentiment Watch: Energy earnings 2Q17 kickoff. In today's post please find the natural gas inventory review (smaller than expected; smaller one expected for next week as well), comments on the SLB quarter (stronger than expected, outlook more upbeat than prior), the Permian Multiples table, next week's energy earnings calendar (things start to heat […]


Thursday Morning – FMSA

. . Market Sentiment Watch:  In today's post please find the oil inventory review (much better than expected headline inventory numbers, record distillate demand, strong gasoline demand, record refiner throughput, tame net and ex exports import levels, and the ongoing EIA over estimation of Lower 48 production), the natural gas preview (getting smaller with heat […]

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