Archive for the 'AR' Category


10
Apr

Wednesday Morning – AR, Gassy Players

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. . Market Sentiment Watch: Energy eyes on Venezuela (another national power outage), Libya (fighting continues around Tripoli), the increasing possibility of Iran waivers, and today's OPEC monthly.  In today's post please find a cheat sheet update for NGL and natural gas size player AR, a Gassy Players update table, the oil inventory preview (another build expected […]


14
Feb

Thursday Morning – Mini Earnings Avalanche

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. . Market Sentiment Watch: China data kicking the year off much better than expected with January exports rising 9.1% (a drop of 3.2% was the consensus forecast) while imports were only off 1.5% (a 10% drop was expected; though imports from the U.S. tanked 41%). In energyland, due to reserve reporting requirements, 4Q earnings are spread […]


26
Apr

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Energy news flow getting busier. In today's post please find the oil inventory review (weak headline numbers, strong internals including all time record oil and distillate exports – see the Oil Inventory Review section below), the natural gas preview (consensus for today's withdrawal continues to grow), comments on a number of names […]


14
Feb

Wednesday Morning – FANG

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. . Market Sentiment Watch: No change to yesterday's opening, "Sitting on hands during the group bounce having added to a few names last week." In today's post please find comments on the FANG quarter (nice beat and initial dividend), comments on the AR quarter, the oil inventory preview, the natural gas inventory preview, and some […]


01
Nov

Wednesday Morning – Macro, NFX and more.

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. . Market Sentiment Watch: Group Finding traction with positive results and macro improvement. In today's post please find comments on U.S. oil supply (monthly data again came in well below prior weekly projections), comments on the natural gas macro, the oil inventory preview (expecting a larger than consensus draw down which API suggested as well after […]

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