Archive for the 'nog' Category


18
Oct

Tuesday Morning – NOG

. . Market Sentiment Watch: Energy earnings season kicks off tomorrow with BKR (unowned). Our summary expectations/thoughts for the 3Q reporting season are in the final section of the Five Things segment in the Monday post. Housekeeping Watch:  If you sent us an email and didn’t get a response back pretty much immediately it likely […]


29
Jun

Wednesday Morning – NOG

. . Housekeeping Watch: EIA will post the last two weeks of oil inventory data today at the regular time of 10:30 EST. Not sure of the format.  This will likely cause a temporary increase in volatility as the market digests the double dose of data relative to estimates that are less than optimal.  The […]


18
Dec

Wednesday Morning – NOG

. . Market Sentiment Watch:  Market eyes impeachment – does not seem overly concerned. Energy eyes are on near term inventories after a sold post OPEC+ run.  We note that the upstream group is still far under performing oil in 2019 and while the last two weeks have sported a positive change in tone we […]


02
Aug

Friday Morning – Earnings Avalanche Continues

. . 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

. . 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 […]

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