Archive for the 'FANG' Category


23
May

Thursday Morning – RRC

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (negative report as weeklies go, see details in review section), the natural gas preview, comments and a cheat sheet update for RRC, comments on FANG's Rattler offering, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST […]


13
May

Monday Morning – The Week That Was, COG

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. . Market Sentiment Watch: Light load on the economic data release front. Market to be focused on China (U.S. threatened China to not retaliate) in the wake of no deal last week. China said it will retaliate on June 1 and equity futures are off sharply in response. In energy land we get monthly reports […]


08
May

Wednesday Morning – And More Earnings

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. . Market Sentiment Watch: China in focus.  In energy land inventories and Iran in focus.  Another busy day in earnings calls for us. In today's post please find comments on another set of upstream reports and reports from two wind names, the oil inventory preview, the natural gas inventory preview (injections set to roll lower […]


12
Mar

Tuesday Morning – Permians

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. . Market Sentiment Watch: CERAWeek – tidbits of information emerging including notes that while U.S. shale has seen strong investment other regions are more than neglected (HES noting the Gulf of Mexico is on life support). In today's post please find the oil inventory preview (directionally normal headline numbers expected (crude build, product draws), the […]


20
Feb

Wednesday Morning – FANG, CXO, PES

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (we don't get EIA figures until Thursday due to the holiday), the natural gas inventory preview, comments on the FANG quarter, comments on the CXO quarter, brief follow up comments and an updated cheat sheet for PES, and some other odds […]

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