Archive for July, 2019


Wednesday Morning – Earnings Heating Up

. . Market Sentiment Watch: Fed day. In today’s post please find the oil inventory preview (API posted a bullish set of numbers yesterday), the natural gas inventory early read, this week’s earnings calendar, comments on the LBRT quarter (nice beat, strong outlook), comments on the PES quarter, comments on the VNOM quarter (beat, big […]


Tuesday Morning

. . Market Sentiment Watch: U.S. and China economies in focus. In today’s post please find the early read on oil inventories, comments on the FRAC quarter (upper end of guidance quarter with improvement projected for 3Q), comments on the COP quarter, and some other odds and ends.  Ecodata Watch: We get Personal income at 8:30 […]


Monday Morning – Busy Week Ahead

. . Market Sentiment Watch: Very busy week ahead on the energy earnings front. And it’s Fed week and Nonfarm Payrolls week. No big reports this week from OPEC or IEA but we do get the usual monthly update on Wednesday from EIA.In today’s post please find The Week That Was, an updated cheat sheet […]


Wrap – Week Ended 07/26/19

. . 2Q19 Energy Earnings So Far This Quarter Edition 1 will be in next Tuesday’s post. . The 2Q19 Energy Week 3 Calendar will be added to the calendar link at upper left by Sunday morning. . The Blotter is updated. . Questions and comments under The Wrap will be addressed in the Monday […]


Friday Morning – COG

. . Market Sentiment Watch:  In today’s post please find the the natural gas review (in line, similar size injection next week looks likely), comments on the COG quarter (in line quarter, reduced guidance as they pull back on the production throttle to maximize free cash flow), a look at next week’s reporting names (very […]

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