Archive for the 'LBRT' Category


31
Jul

Wednesday Morning – Earnings Heating Up

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. . Market Sentiment Watch: Fed day. In today’s post please find the oil inventory preview (API posted a bullish set of numbers yesterday), the natural gas inventory early read, this week’s earnings calendar, comments on the LBRT quarter (nice beat, strong outlook), comments on the PES quarter, comments on the VNOM quarter (beat, big […]


09
Jul

Tuesday Morning – GPOR, MR

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. . Market Sentiment Watch: In today's post please find the early read on oil inventories (more crude draw down expected, likely with a reversal lower in net imports), the very early read on natural gas inventories, comments and a cheat sheet update for GPOR,  comments and a cheat sheet update for MR (gassy name slowing activity; other […]


01
May

Wednesday Morning – Earnings Avalanche Part 1

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. . Market Sentiment Watch: Fed day.  Powell is said to be walking a fine line with today's press conference so as not to draw the ire of the White House. Weird. Venezuela "coup" appears to have fizzled. In today's post please find the oil inventory preview, the early read on natural gas inventories, comments on […]


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 […]

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