Archive for the 'ECR' Category


07
Mar

Thursday Morning – MR

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. . Market Sentiment Watch: Energy weakened yesterday as Chevron and Exxon upgraded their Permian growth forecasts. Oil didn't really come off on the news and didn't really sink on the bigger than expected headline number. Group think was at play in upstream and in service (despite higher activity levels in the Permian being a […]


01
Mar

Friday Morning – JAG, TPIC, ECR, SWN

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. . Market Sentiment Watch:  In today's post please find the the natural gas review, the monthly by state / region oil graphs with rig counts, comments on the JAG quarter (guidance should allay some spending fears), comments on the SWN quarter (in line, reiterated guidance), comments on the TPIC quarter, ECR becomes MR, and some other […]


29
Jan

Tuesday Morning

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. . Market Sentiment Watch: China on oil's mind despite evidence that demand remains robust and supply is trickling lower. In today's post please find an updated cheat sheet for ECR, the early reads on oil and natural gas inventory reports for this week, and some other odds and ends.  Ecodata Watch: We get Advance […]


01
Nov

Thursday Morning – MTDR, ECR and More

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (positive report (as weeklies go), the natural gas preview (still expecting a smaller than usual sized build today and therefore another expansion of the storage deficit which is already setting at decade plus lows), comments on forgotten little ECR's quarter (beat […]


29
Aug

Wednesday Morning – RRC, Gassy Players Update

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. . Market Sentiment Watch: Doldrums of summer continue with more light volume showings yesterday in the group and in the commodities. In today's post please find an updated cheat sheet for RRC, a Gassy Players update with the ECR pro forma read added to the table, and some other odds and ends.  Ecodata Watch: We get the 2Q18 GDP […]

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