Archive for the 'LBRT' Category


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 […]


31
Oct

Wednesday Morning – LBRT

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (Street is looking for another sizable crude build and product draws … starting to set the bar at a better level), the natural gas inventory early read (more deficit building expected), comments on the LBRT quarter (miss, largely discounted), brief comments […]


02
Aug

Thursday Morning – LBRT, MTDR, CXO

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. . Market Sentiment Watch: Trade war concerns re-loom large ahead of the rest of this week's big data week. In energy land, we have three big beats in the portfolio today.  In today's post please find the oil inventory review (exports dip drove unexpected build despite record time of year demand while gasoline tied the […]


25
May

T.G.I.F.

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. . Market Sentiment Watch: OPEC+ attempting soft landing with message to market this week shifting to "cool it". Expecting a slow second half to the day today if not the full session. Expect bargain hunting to kick in in the group in the near term.  In today's post please find the the natural gas review […]


08
May

Tuesday Morning – More Earnings

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. . Market Sentiment Watch: Noisy day ahead as we get the White House decision on the JCPOA and the latest EIA STEO within about a two hour stretch on either side of noon. In today's post please find the oil inventory preview, comments on the OAS quarter (beat on pre-annouced volumes and modest raise), comments on the LBRT […]

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