Archive for the 'JAG' Category


16
May

Thursday Morning – JAG

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (positive side of neutral report, throughput moving in right direction, exports moving better, EIA took its view of Lower 48 production down for a second consecutive report), the natural gas preview (slightly larger than year ago injection expected), comments and a […]


10
May

Friday Morning – JAG, MGY

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. . Market Sentiment Watch: China deal influenced week comes to a head today. In today's post please find the the natural gas review (in line, expect a slightly bigger build next week but note power burn and LNG in the table in the Commodities Watch section below), comments on the JAG quarter (miss on timing, […]


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 […]


05
Mar

Tuesday Morning – VNOM, JAG

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. . Market Sentiment Watch:  In today's post please find an updated VNOM cheat sheet and mini model, comments and an updated cheat sheet for JAG, the early read on oil inventories, comments in the Holdings Watch section, and some other odds and ends.  We continue to crunch data in the wake of the quarter. […]


01
Mar

Friday Morning – JAG, TPIC, ECR, SWN

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. . Market Sentiment Watch:  In today's post please find the the natural gas review, the monthly by state / region oil graphs with rig counts, comments on the JAG quarter (guidance should allay some spending fears), comments on the SWN quarter (in line, reiterated guidance), comments on the TPIC quarter, ECR becomes MR, and some other […]

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