Archive for the 'COP' Category


02
Feb

Thursday Morning – Natural Gas Macro Update, Natural Gas Inventory Preview, CLB, COP

  . 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 […]


05
May

Thursday Morning – Another 1Q22 Earnings Avalanche Day

. . 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 […]


03
Feb

Thursday Morning – Oil Inventory Review, Natural Gas Storage Preview+, CLB, COP

. . 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 […]


07
Dec

Tuesday Morning – COP

. . 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 […]


06
Dec

Monday Morning

. .   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, […]

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