Archive for the 'BCEI' Category


08
Aug

Thursday Morning – TPIC, BCEI

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. . Market Sentiment Watch: China on market’s mind. In today’s post please find the oil inventory review (negative ), the natural gas preview (bigger than normal build expected), comments on the BCEI quarter (pre announced volume beat, now raising guidance with low end of range in line with current Street for 2019; estimates to […]


23
Jul

Tuesday Morning – BCEI and more

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. . Market Sentiment Watch: Getting a little busier.  In today’s post please find the early read on oil inventories (one more week of Barry impacted numbers), the very early read on natural gas inventories, comments on the OPTT quarter, comments on BCEI, comments on REI, comments on CRC, and some other odds and ends. […]


28
Jun

Friday Morning – BCEI

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. . Market Sentiment Watch: All eyes on G20 comments. In today's post please find the the natural gas review (a little above us, a little below Street, look for a smaller build next week), comments and a cheat sheet on BCEI, a cheat sheet for comparison with HPR, and some other odds and ends. OPEC and OPEC+ meeting […]


02
Aug

Tuesday Morning

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. . Market Sentiment Watch: Most non energy eyes focused on payrolls but this week not so much for what the Fed will do but instead as a key reading on the economy after the tepid GDP figures of last week. We like to see payrolls and car sales continue to churn forward at a […]


24
May

Tuesday Morning – CPE, PE, BCEI

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. . Market Sentiment Watch: Expecting another quiet late May day as we approach the 3 day holiday weekend which promises to kick off one of the strongest driving seasons from a demand standpoint in years. In today's post please find post quarter wrap and cheat comments on CPE, comments on PE (mineral acres acquisition and […]

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