Archive for the 'MTDR' Category


27
Apr

Wednesday Morning – Earnings Avalanche Day 1

. . Z4 Sentiment Watch:  We’ve been slowly buying the pullback. Our calendar really heats up today and for the next two weeks. Some of our comments may be briefer than usual due to time constraints. If something isn’t clear please let us know. Housekeeping Watch 1: Subscribers We have transitioned to a new contact […]


27
Oct

Wednesday Morning – ENPH, QS, LBRT, RRC, MTDR

. . In today’s post please find: the oil inventory preview, the natural gas inventory preview, comments on the ENPH quarter (beat, guide above Street, improved supply chain backdrop, strong demand), comments on the QS quarter (incremental progress), comments on the LBRT quarter (mixed bag on costs; digiFrac gets long term contract biz), comments on […]


19
Aug

Thursday and Friday

. . Market Sentiment Watch: Nervous markets on Fed minutes hangover (see Commodities Watch) and Covid numbers (we note Goldman lowered their U.S. GDP forecast on Delta). In today’s post please find: the oil inventory review (positive side of neutral type report), the natural gas preview (Street continues to anticipate a lower build this week; […]


17
Oct

Thursday Morning – Dualing Inventory Reports, 3Q19 Preview 1

. . Market Sentiment Watch: Brexit – tentative deal reached (now both parliaments need to vote). China says tariffs must be removed to strike deal. In today’s post please find the oil inventory preview (API showed a monster build after the close), the natural gas preview, Part 1 of our pre quarterly report thought tables, […]


18
Sep

Wednesday Morning – MTDR

. . Market Sentiment Watch: Fed day. Energy eyes await some sort of Saudi+ response which may take weeks to arrive. In today’s post please find the oil inventory preview, the natural gas storage early read, comments and a cheat sheet for MTDR (see also positions page), and some other odds and ends.  Ecodata Watch: We […]

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