Archive for the 'mcf' Category


Thursday Morning – Inventory Previews, BKR, CRGY

. . In today’s post please find: the natural gas preview (largest pull of the season expected; followed by another significant withdrawal in next week’s report), the oil inventory preview (numbers starting to normalize as inventories will be less skewed by end of year machinations), the WIOWIO Part 5 update, comments on the BKR quarter, […]


Wednesday Morning – RRC, MCF (CRGY)

. . In today’s post please find: the oil inventory preview, the natural gas inventory preview, comments and a cheat sheet update, and some other odds and ends. Ecodata Watch: We get job openings at 10 am EST (F = 10.6 mm job openings vs 10.4 mm last month), We get the EIA oil inventory report […]


Tuesday Morning – End of Season Earnings Flurry

. . RIVN (private holding only) is officially a double in the pre market. Fastest non penny double for us in some time.  Please see our pre IPO notes here. . In today’s post please find the odds and ends of our portfolio as they announce 3Q results: the very early read on natural gas […]


Thursday Morning – Late in the quarter mini earnings avalanche

. . Market Sentiment Watch: Late in the quarter but a busy day in the greater energy space for us. Comments may be briefer than usual. If something isn’t clear please ask.  In today’s post please find: the oil inventory review (neutral report), the natural gas preview (consensus in line with our thoughts; smaller build […]


Wednesday Morning

. . Market Sentiment Watch: Oil at 2.5 year highs. Our low leverage, oily, under spending names are at or very near all time highs and improved sentiment in the space meets discipline for names we’ve held for years now and added to on dips, especially in spring of 2020. Natural gas has risen to […]

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