Archive for February, 2020


Wrap – Week Ended 2/21/20

. . Second week of gains for oil and natural gas this year. The ZLT was slightly up on the week helped by the renewable component of the portfolio. Free pieces last week: MGY – 4Q19 Miss, Same Game Plan, Highlights Success at Giddings COG – 4Q19 – Strong Volumes, Reiterates Plan, Free Cash Flowing […]


Friday Morning – COG, FSLR

. . Market Sentiment Watch: Coronavirus in or out of focus depending on when you look. Yesterday relatively less concern was cited among reasons for oil to continue its recent mini-recovery. Today concern of expansion to South Korea and within Chinese prisons has markets back on edge. Delays in supply chains are going to be […]


Thursday Morning – PE, MGY, PXD

. . Market Sentiment Watch: Getting busier as earnings season rolls along. People want upstream to increase dividends and so far this season that’s a go where feasible (FANG, CXO, DVN all increased yesterday). In today’s post please find: the oil inventory preview (API was a mixed bag) (11 am EST), the natural gas inventory […]


Wednesday Morning – FANG, CXO, ENPH

. . Market Sentiment Watch: Getting busier as we wade into earnings season as Corona is an issue (or not) for the group and or markets depending on which day you look. In today’s post please find: the early read on oil inventories, comments on the FANG quarter (in line EBITDA on pre announced volumes, […]


Tuesday Morning

. . Market Sentiment Watch: Coronavirus impacting earnings and outlooks (notably Apple over the weekend). In today’s post please find The Week That Was,  The 5 Things, an updated 4Q19 calendar, our week ahead, and some other odds and ends. In case you missed The Wrap please click here.   Ecodata Watch: We get Empire […]

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