. . Market Sentiment Watch: Volatile energy markets expected this week and next. No incentive to step in to buy speculative names while stalwarts are making new lows. In today's post please find the oil inventory preview (benign report expected though we expect big bump in gasoline demand and move higher in refiner throughput), the natural […]
. . Market Sentiment Watch: All eyes on OPEC. Market also eying more tariff war fears (auto tariffs this week apparently). In energy land gas is the quiet king while oil retreated yesterday for a record 11th consecutive session. In today's post please find comments on the MGY quarter (big beat and raise while maintaining […]
. . Market Sentiment Watch: Another slow summer day in terms of economic and energy related data. In today's post please find the oil inventory preview, comments and a cheat sheet on EPE, comments and an updated VNOM mini model, comments on MGY's accretive deal in their backyard, and some other odds and ends. Ecodata Watch: No […]
. . Market Sentiment Watch: Bigger day on the economic data front. In energyland, yet another big Permian deal. In today's post please find updated 2Q18 comments and a cheat sheet for MGY (reported select 2Q items yesterday) including our thoughts on 2019 EBITDA, comments on FANG's big deal (bargain, opportunity to improve the operation from a […]
. . Market Sentiment Watch: Group watching oil closely now in the wake of updates over the last week from EIA STEO, IEA, and OPEC. In today's post please find comments and an updated cheat sheet for PE, comments and an updated cheat sheet for JAG, comments on the AMR quarter, and some other odds […]
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