Archive for the 'COG' Category


14
Nov

Wednesday Morning – COG, SWN

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. . Market Sentiment Watch: All eyes remain on oil while gassy sentiment slowly improves with a spike in natural gas prices that's not built to last (it's typically weather loaded and well overdone, especially given this morning's move). In today's post please find the oil inventory preview (due out tomorrow due to the holiday, looking […]


26
Oct

Friday Morning – SWN, COG

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. . Market Sentiment Watch: Volatile markets action continues (another day, another high % point swing in futures). In today's post please find the the natural gas review (bigger than expected injection but well on track for our peak level which we see as prices supportive; record exports and higher heating demand last week point to […]


09
Oct

Tuesday Morning – ROAN

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. . Market Sentiment Watch:  In today's post please find a requested look at Merge player ROAN, the early read on oil inventories (we expect to see a snap back in exports near term), the early read on natural gas inventories, comments on the COG operations update (not unexpected), and some other odds and ends. […]


22
Aug

Wednesday Morning – COG, SWN

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. . Market Sentiment Watch: In today's post please find cheat sheet updates and brief post quarter comments for COG and SWN (a little bit of both ends of the gassy upstream spectrum), the oil inventory preview (Street looking for a benign set of numbers) and the natural gas storage preview for Thursday (consensus is […]


27
Jul

Friday Morning – COG

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. . Market Sentiment Watch:  In today's post please find the the natural gas review (another smaller than expected build highlights generation growth again; next week expect a somewhat larger build but storage is increasingly positioned to be price supportive), comments on the COG quarter (OK quarter, hockey stick 2H arriving as scheduled), and some other odds […]

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