Archive for the 'BCEI' Category


08
Jun

Tuesday Morning – BCEI, WIOWIO

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 . .   In today’s post please find: the very early read on natural gas inventories (consensus lining up nicely with our read of a modestly lower sequential build from last Friday; looking for heat to really show up in next week’s injection), WIOWIO part 4, additional BCEI comments, and some other odds and ends. […]


07
Jun

Another Merger Monday Morning?

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. . In today’s post please find: The Week That Was, The Five Things, Gassy Players – Wet Group (includes pro forma SWN), BCEI – yet another deal? and some other odds and ends. In case you missed The Wrap please click here.   Ecodata Watch: We get consumer credit at 3 pm EST (F […]


11
May

Tuesday Morning – BCEI, WIOWIO, OPEC

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. . Market Sentiment Watch:  Tech sell off triggers global sell off with inflation fear rising. Please see the Housekeeping Watch near the bottom of today’s post. In today’s post please find: the very early read on natural gas inventories (another below average and below year ago storage build expected), a link to our comments […]


10
May

Monday Morning – Busy Day

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. . Market Sentiment Watch: Much lighter week on the economic data front, On the energy front we get the monthly EIA STEO and monthly reports from OPEC and IEA. Please see the Housekeeping Watch near the bottom of today’s post. In today’s post please find: The Week That Was, The Five Things, 1Q21 So […]


04
May

Tuesday Morning – Energy Earnings Avalanche Day 1

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. Market Sentiment Watch:  NY, NJ, CT prepare to reopen fully in May with the UK set to follow in June. Vaccine application set to broaden to include younger kids. . Housekeeping Watch:  A busy day, with more to come in energy earnings this week. Some of our comments may be more brief than usual. […]

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