. . Market Sentiment Watch: In energy land most eyes are focused on inventories as refiners climb back out of maintenance season and after oil fell for a rare 7 consecutive seasons going into the U.S. midterms. In today's post please find comments on the FANG quarter, comments on the PXD quarter (beat; rising Permian only production […]
. . Market Sentiment Watch: All eyes on news that U.S. China trade talks are set to resume later this month. In today's post please find the oil inventory review (weaker than usual due to a confluence of higher imports including a pretty good notch higher from Saudi, a dip in exports that should be short […]
. . Market Sentiment Watch: Bigger day on the economic data front. In energyland, yet another big Permian deal. In today's post please find updated 2Q18 comments and a cheat sheet for MGY (reported select 2Q items yesterday) including our thoughts on 2019 EBITDA, comments on FANG's big deal (bargain, opportunity to improve the operation from a […]
. . Market Sentiment Watch: In today's post please find the oil inventory review (mixed bag for headline numbers, demand still strong and EIA bites the bullet and reduces is weekly run rate for Lower 48 oil production), the natural gas preview (expecting another sub 5 year average injection), comments on FANG (beat, acquire, raise), […]
. . Market Sentiment Watch: Trade war fears refreshed overnight along with concern about NATO. Energy group sentiment gradually turning more positive despite re-widened differentials for the Permian. In today's post please find the oil and natural gas inventory previews, comments on the OPEC MOMR (their initial demand target for 2019 was exactly in line with the top […]
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