Archive for the 'HPR' Category


08
Oct

Tuesday Morning – HPR

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. . Market Sentiment Watch: China. Waiting for traction (although we made one addition yesterday) as markets await clarity on trade and demand forecasts. In today’s post please find an updated cheat sheet and more in depth comments on HPR including a 2020 model update, the early read on oil inventories, and some other odds […]


07
Oct

Monday Morning

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. . Market Sentiment Watch: Quieter week on the economic data front after last week’s poor number fest. In energyland we get the STEO (expect downward production forecast revisions) followed later in the week by the OPEC Monthly (potential for an upward revision to the Call on OPEC on a downward revision to non OPEC […]


26
Aug

Monday Morning – HPR

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. . Market Sentiment Watch: Global economy in focus as Trump says China wants to talk and the U.S. will have further comments later today; U.S. consumer in focus in this week’s eco data. In today’s post please find The Week That Was, comments and an updated cheat sheet for HPR with 2020 estimates, comments […]


06
Aug

Tuesday Morning – WPX, HPR and More

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. . Market Sentiment Watch: All eyes on China situation (no further devaluation overnight has futures off the lows currently but situation remains troubled). ┬áIn today’s post please find the early read on oil inventories, comments on the WPX quarter(beat on volumes, in line on EBITDA, beat on EPS; guides oil and full year above […]


28
Jun

Friday Morning – BCEI

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. . Market Sentiment Watch: All eyes on G20 comments. In today's post please find the the natural gas review (a little above us, a little below Street, look for a smaller build next week), comments and a cheat sheet on BCEI, a cheat sheet for comparison with HPR, and some other odds and ends. OPEC and OPEC+ meeting […]

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