. Housekeeping Watch: Heavy reporting day. Some of our comments may be more brief than usual. If something is not clear please ask. In today’s post please find: the oil inventory slide show, the natural gas inventory preview, comments on quarterly reports from NXT, QS, NOVA, CLB, VLO, PTEN, OII, AR and some other odds […]
. In today’s post please find: the oil inventory review, the natural gas preview, the natural gas macro slide show – parts 1 through 4, comments on the CLB and COP 4Q22 reports, a 4Q22 Energy Earnings Calendar update, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST […]
. . Housekeeping Watch: Very busy reporting week in the energy space. Some of our comments will be more brief than usual. If something isn’t clear please ask. And grab some coffee because this is a long one. In today’s post please find: Comments on 3Q22 reports from seven owned or names of interest (QS, […]
. . Housekeeping Watch: High call volume begins today. Please note that some of our comments are more brief than usual. If something is not clear please ask. In today’s post please find: the oil inventory review (positive side of neutral with record oil exports), the natural gas preview (Street is in the lower end […]
. . Z4 Sentiment Watch: We get several more reports from big cap gassy names today. We’ve been expecting a reiteration of “maintenance” (no growth) to continue to be the 2022 action plan and received a perfect score as AR, CNX, EQT and RRC all reiterated their commitment to discipline in the face of Appalachia […]
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