Archive for the 'JONE' Category


15
Sep

Friday Morning – Natural Gas Storage + JONE

. . Market Sentiment Watch: In today's post please find the natural gas inventory review (bigger than expected build, and we expect another big one next week as well), comments on JONE, comments on REN, and some other odds and ends. Next Friday OPEC plans to meet to discuss among other items enhanced monitoring of exports (should […]


12
Feb

T.G.I. Long Weekend

. . Market Sentiment Watch: Broad markets remain stung by growth fears and by what appears to be a dogged focus on rate hikes (albeit data dependent). Energy land continues to see selling from oily to gassy to even alternative green energy names. This feels like a wash out in progress and is coinciding with […]


09
Feb

Tuesday Morning

. . Market Sentiment Watch: All ears on Janet Yellen's congressional testimony tomorrow. In energy land news flow remains at a trickle and we continue to monitor data and check up on various stories. Expect big market mood swings today and tomorrow around the Fed and around the oil inventory report. In today's post please find requested comments on […]


05
Nov

Thursday Morning – Earnings Tsunami

. . Market Sentiment Watch: Another busy one in E&P land on the earnings front.  In today's post please find the natural gas inventory preview, the oil inventory review (mixed bag) and comments on a dozen plus owned or names of interest E&Ps that reported last night or this morning. Our comments are briefer than usual due […]


04
Mar

Thursday Morning – Oil Review and Natural Gas Preview Plus CPE, JONE

. . Posting early due to potential weather issues Thursday.    Market Sentiment Watch: China in focus today as the government looks to a 7% growth rate in 2015 (expectations were higher). In energyland most eyes remain as OPEC language shifts offset some domestic fears over rising inventories during the seasonal lull in refinery utilization. […]

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