Archive for the 'CXO' Category


14
Dec

Friday Morning – CXO

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. . Market Sentiment Watch: Liquidity and traction hard to come by in the group just yet. Oil making interesting moves as confidence starts to sort of maybe grow and newfound shorts sort of maybe start to get a little nervous.  Saudi making the right noises about production and now exports.  In today's post please […]


31
Oct

Wednesday Morning – LBRT

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (Street is looking for another sizable crude build and product draws … starting to set the bar at a better level), the natural gas inventory early read (more deficit building expected), comments on the LBRT quarter (miss, largely discounted), brief comments […]


02
Aug

Thursday Morning – LBRT, MTDR, CXO

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. . Market Sentiment Watch: Trade war concerns re-loom large ahead of the rest of this week's big data week. In energy land, we have three big beats in the portfolio today.  In today's post please find the oil inventory review (exports dip drove unexpected build despite record time of year demand while gasoline tied the […]


18
Jul

Wednesday Morning – COG

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (another week, another expected draw), the natural gas preview (as expected, consensus is forming up close to last week's report (maybe a bit high)), an updated catalyst list table and cheat sheet for COG, and some other odds and ends.  Please see […]


18
May

Friday Morning

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. . Market Sentiment Watch: Lighter day on the economic data front.  Positive energy sentiment continues to broaden / ZLT moving back to the 2016 highs. In today's post please find the natural gas inventory review (in line, next week's build appears to be smaller), a number of post quarter cheat sheet updates with post quarter updates […]

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