. . 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 […]
. . Housekeeping Watch: We posted early due to the possibility of power loss due to heavy freezing rain here. A section on the COP 4Q21 results has been added to the Stuff section of the post. In today’s post please find: the oil inventory review (neutral), the natural gas preview (top 5 all time […]
. . In today’s post please find: the very early read on natural gas inventories (in line with our thoughts), comments on 2022 to 2024 price decks, oily hedge cheat sheet, and some other odds and ends. Ecodata Watch: The NFIB small business index came in at 99.1 vs a forecast of 100.0 and a […]
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