Archive for the 'LBRT' Category


07
Feb

Thursday Morning – LBRT

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. . Market Sentiment Watch: In today's post please find the oil inventory review (positive side of neutral report, oil, gasoline and distillates all fell vs year ago and five year average levels), the natural gas preview, comments and an updated cheat sheet for LBRT, comments on the CRZO guidance, and some other odds and ends.  Ecodata Watch: […]


06
Feb

Wednesday Morning – LBRT, VNOM, HCLP, SWN

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. . Market Sentiment Watch: State of the Union was a non event from an energy perspective, all eyes back on inventories and earnings. In today's post please find comments on the VNOM quarter (beat on volumes and price, guides better than expected if a touch gassier than expected), comments on the LBRT quarter (miss but […]


24
Jan

Thursday Morning – Dualing Inventory Reports

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. . Market Sentiment Watch: No change to sentiment, market moving on news of the moment out of China and shutdown messaging. In energyland, news flow in the new year has been typically slow and is now starting to pick up.  Expect the pace of press releases to accelerate from here. Energy inventories increasingly important […]


23
Jan

Wednesday Morning

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. . Market Sentiment Watch: China and shutdown thoughts are back to weighing on the market's outlook.  Energyland should be more quiet this week (inventories are tomorrow, not today) and we do need to start seeing improvement in products stocks soon (for gasoline that's blending and lower throughput, for distillates that's lower throughput and better […]


16
Nov

Friday Morning – LBRT, CRC

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. . Market Sentiment Watch: Most market eyes on watch for comments out of U.S. in lead up to the G20. In today's post please find the the natural gas review (essentially in line; we are peaking at the lower end of our expected range, some 600 Bcf below the five year average; next week look […]

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