Archive for the 'hal' Category


19
Oct

Tuesday Morning – HAL

. . In today’s post please find: the very early read on natural gas inventories (early consensus is slightly high to us), comments on EIA DPR, comments on the HAL quarter, and some other odds and ends. Ecodata Watch: We get building permits at 8:30 am EST (F = 1.69 mm, last read was 1.72 […]


20
Jul

Tuesday Morning – HES, HAL, PTRA

. . In today’s post please find: the very early read on natural gas inventories (in line with our view for a modestly smaller injection vs last week), requested comments on HES, 2Q21 HAL comments, and some other odds and ends. Ecodata Watch: We get building permits at 8:30 am EST (F = 1.68 mm, […]


21
Apr

Wednesday Morning

. . In today’s post please find: the oil inventory preview (similar report to last week’s expected and note that again this report is up against very easy year ago comparisons), the natural gas inventory preview, HAL, 1Q21 earnings calendar, and some other odds and ends. Ecodata¬†Watch: No economic data release scheduled. We get the […]


19
Oct

Merger Monday

. . Market Sentiment Watch: Market eyes on the stimulus clock during an economically data light week China 3Q data was light overnight on GDP and stronger on retail sales, Energy market eyes will be looking for more consolidation after COP announced a move on CXO as expected today. In today’s post please find: The […]


20
Jul

Monday Morning

. . Market Sentiment Watch: Lighter week on the economic data front, News flow should start to pick up in the upstream group this week as we approach earnings season and we get the kick off of energy earnings today with the HAL 2Q report, Also in energyland, CVX is buying NBL in a low […]

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