Archive for the 'nog' Category


02
Aug

Friday Morning – Earnings Avalanche Continues

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. . Market Sentiment Watch: Ridiculous.  Sentiment in the space at new 2019 low after tweet driven oil slump. We see that as overdone and technical. In today’s post please find the the natural gas review (bigger than expected by Street or Z4, comments on the EOG quarter (in line, may get hit early but […]


06
Jun

Thursday Morning

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. . Market Sentiment Watch: Erratic market conditions persist. U.S. in discussions today with Mexico to avert tariffs set for Monday.   In today's post please find the oil inventory review (imports driven crude and gasoline stock jumps; production and demand slump driven distillates figures; the expected move to higher distillate production (relative to gasoline) appears to be underway and should […]


02
Oct

Tuesday Morning – More Bakken Updates

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. . Market Sentiment Watch: Energy land again gaining some traction as both commodities border the upper end of expected near term levels.  In today's post please find comments and a cheat sheet update for NOG, a WLL cheat sheet update, a Bakken Players table update (they're running so to tie it together with the two cheats in […]


18
Jul

Wednesday Morning – COG

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (another week, another expected draw), the natural gas preview (as expected, consensus is forming up close to last week's report (maybe a bit high)), an updated catalyst list table and cheat sheet for COG, and some other odds and ends.  Please see […]


03
Jul

Tuesday Morning – NOG

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. . Market Sentiment Watch: Expecting a quiet day as traders and managers head out early for holiday. In today's post please find the early read on oil inventories, the by state/region oil production charts, the monthly natural gas demand slides, a requested NOG cheat sheet update, and some other odds and ends. If we don't speak […]

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