Archive for the 'FANG' Category


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 […]


09
Jan

Wednesday Morning – FANG

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. . Market Sentiment Watch: Energy land news flow remains light but is starting to increase. We continue to prep for the 4Q18 reporting season and will be taking a look at some new areas soon.  In today's post please find a Catalyst List Watch Update, an updated cheat for FANG, comments on PES, and some other odds […]


28
Dec

Friday Morning – FANG, Dualing Inventory Reports

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. . Market Sentiment Watch: Illiquid holiday markets are easy to push about. The government looks increasingly likely to be shuttered through NYD. EIA is open but we know they retrieve some data from agencies that are closed so … hmm (like imports and exports …maybe they have back channel, don't know).  In today's post please […]


19
Dec

Wednesday Morning – FANG, REI

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. . Market Sentiment Watch: Fed in focus. Oil increasingly sloppy and overdone. Note the Saudi comments in the Commodity Watch section. In today's post please find the oil inventory preview, the natural gas inventory preview, price deck watch comments, comments on the FANG (guiding to free cash in 2019 with minimal hit to production), comments […]

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