02
Feb
. 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 […]
Posted in CLB, COP, Gas Macro, Gassy, Natural Gas Supply | 61 Comments »
05
May
. . Housekeeping Watch: Very busy day on tap. Please note that 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 review (positive side of neutral), the natural gas preview (injection expectation has been creeping higher all week; now […]
Posted in chk, CIVI, COP, LPI, NFE, PDCE, PTRA, ROCC | 114 Comments »
03
Feb
. . 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 […]
Posted in CLB, COP, Uncategorized | 54 Comments »
07
Dec
. . In today’s post please find: the very early read on natural gas inventories (Street forming up in line with us), comments and a cheat sheet update for COP, and some other odds and ends. Ecodata Watch: We get the trade deficit at 8:30 am EST (F = -$67 B, last read was -$80.9 […]
Posted in COP | 74 Comments »
06
Dec
. . In today’s post please find: The Week That Was, The Five Things, and some other odds and ends. In case you missed The Wrap please click here. Ecodata Watch: No economic data. The Week Ahead: Tuesday – Trade deficit, productivity revision, unit labor costs, consumer credit, Wednesday – Job openings and quits, […]
Posted in COP, Uncategorized | 45 Comments »