Archive for the 'CRZO' Category


Wednesday Morning – CPE/CRZO

. . Market Sentiment Watch: China making a number of dovish sounding comments this morning. In today’s post please find the oil inventory preview (oil weaker this morning on more of a mixed bag from API), the natural gas inventory preview (consensus looks a bit light to us), updated comments on CPE/CRZO,¬†and some other odds […]


Tuesday Morning

. . Market Sentiment Watch: Fed speaks galore today with Bowman, Kaplan, Powell, and Evans speaking over the course of the day. In today's post please find comments and a CPE/CRZO pro forma cheat sheet, the early read on oil inventories (more crude and gasoline draws expected though Barry may exaggerate impacts on both sides […]


Monday Morning – Another Permian Merger

. . Market Sentiment Watch: Market eyes on a slowing China (lowest quarterly GDP growth in 27 years but June refiner record set a new record). In today's post please find The Week That Was, comments on a Permian smid-cap hookup, and some other odds and ends. Click here in case you missed The Wrap.  Ecodata Watch: […]


Friday Morning – CRZO, Permian Players Update

. . Market Sentiment Watch: Energy markets remain on edge. In today's post please find the the natural gas review (bigger than we expected, similar sized one next week despite a new record for net exports for the week on mild weather), comments and a cheat sheet update for CRZO, a revised Permian Players short form […]


Tuesday Morning – MGY, CDEV, CRZO, RRC, So Far This Quarter

. . Market Sentiment Watch: Busy earnings day. In today's post please find the 3rd edition of So Far This Quarter 4Q18 (17 names and counting), comments on the MGY quarter, comments on the CDEV quarter, comments on the CRZO quarter, comments on the RRC quarter, and some other odds and ends.  Our comments on some names […]

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