Archive for the 'LPI' Category


01
Aug

Thursday Morning – Earnings Avalanche

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. . Market Sentiment Watch: In today’s post please find the oil inventory review (better than expected headline numbers, internals a little less bullish; expect better demand next few reports – notably oil stocks are now down on the year), the natural gas preview, and some other odds and ends.  Due to the number of […]


25
Jun

Tuesday Morning – Gassy Players Update, LPI

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. . Market Sentiment Watch: Economic speakers today could saw markets (Bostic, Powell, Bullard). Energy land needs to see more data from EIA.  In today's post please find an expanded Gassy Players Update, comments and a requested cheat sheet for Permian gassy player LPI (down 64% since we passed on it last Fall), and some other […]


02
May

Thursday Morning – Earnings Avalanche Part 2

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. . Market Sentiment Watch: Big economic data the next two days with energy eying U.S. inventories, the end of waivers (maybe, maybe not for some), Venezuela, Libya, and the Saudi move to change the bar for measuring a balanced market.  In today's post please find the oil inventory review (negative as weeklies go, see Oil […]


06
Nov

Tuesday Morning – Wattenberg Players, and More

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. . Market Sentiment Watch: Election Day. In energy land, more eyes appear to be focusing on natural gas. In today's post please find comments on the OAS quarter (solid, guidance tweaks to late 2018 should not impact 2019; balance sheet continues to improve), an updated Wattenberg Players table (just in time for today's key vote […]


20
Sep

Thursday Morning

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. . Market Sentiment Watch: Certain energy groups finding traction on firm oil, better differentials in the Permian, and less fear surrounding service activity levels. In today's post please find the oil inventory review (record throughput for time of year, record low net imports for time of year, strong product demand), the natural gas preview (no […]

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