Archive for the 'COG' Category


22
Jan

Wednesday Morning

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. . Housekeeping Watch:  We made a small change to the site over the weekend that may give an insufficient permissions error.  IF you get this message, please click on the banner portion of the site (the top where it says Z4 Energy Research).  This will take you to today’s post and give you full […]


09
Jan

Thursday Morning – COG

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. . Market Sentiment Watch: On Tuesday a Goldman upstream survey indicated 85% of respondents didn’t expect to alter their capital spending plans due to the recent rise in equity and debt prices.  Perhaps this week’s volatility has prompted the other 15% to see the light of discipline. In today’s post please a trade in […]


13
Nov

Wednesday Morning – BE, COG

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. . Market Sentiment Watch: In today’s post please find the early read on oil inventories (API tonight, EIA tomorrow), the early read on natural gas inventories (very near peak storage now), an updated set of comments and cheat sheet for BE (see link), comments and an updated cheat sheet for COG, and some other […]


25
Oct

T.G.I.F. – COG, SWN, FSLR

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. . Market Sentiment Watch:  In today’s post please find the the natural gas review (in line), comments on the FSLR quarter, comments on the SWN quarter, comments on the COG quarter, and some other odds and ends.  Please see the calendar page as next week’s earnings release cadence really picks up. Ecodata Watch: We get […]


30
Sep

Monday Morning

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. . Market Sentiment Watch: End of quarter. And a little less fear as the White House says contrary to rumors Friday afternoon that it does not plan to de-list Chinese stock listed in the U.S. (solars including JKS, DQ, CSIQ should breath sigh of relief). China PMI also came in high to forecasts for […]

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