Archive for July, 2018


Friday Morning

. . Market Sentiment Watch: In today's post please find the the natural gas review (smaller than expected, expanded the deficit to the 5 year average, and we expect a smaller injection next week), comments on the SLB quarter (in line, increasingly upbeat tone regarding international but again, improvement is always just around the corner there […]


Thursday Morning – SWN

. . Market Sentiment Watch:  In today's post please find the oil inventory review (positive side of neutral with headline unexpected crude build again largely a function of an unlikely to be sustained imports ramp and exports slump while products improved on record for time of year demand … see slide show below for details, […]


Wednesday Morning – COG

. . Market Sentiment Watch:  In today's post please find the oil inventory preview (another week, another expected draw), the natural gas preview (as expected, consensus is forming up close to last week's report (maybe a bit high)), an updated catalyst list table and cheat sheet for COG, and some other odds and ends.  Please see […]


Tuesday Morning – MTDR

. . Market Sentiment Watch: Expect continued sawing action as we approach 2Q18 reporting season. News flow remains low in energyland but will pick up at the end of this week and grow next week.  In today's post please find the early read on oil inventories, an updated Catalyst List for MTDR, an updated cheat sheet for […]


Monday Morning

. . Market Sentiment Watch: All eyes on Helsinki. Expect news flow to start to pick up more this week and note that energy earnings for 2Q18 kicks off Friday with the SLB report. In today's post please find The Week That Was and some other odds and ends.  Please see the Housekeeping Watch at the […]

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