Archive for the 'oas' Category


29
Nov

Thursday Morning – OAS

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. . Market Sentiment Watch: Group sentiment poor. WTI traded as low as $49.41 overnight in a volatile session for Brent and WTI.  Every last eye is on the G20 and OPEC meetings with WTI down 23% in November alone and down 35% since the start of October (4 year high to a 1 year low in 2 […]


09
Nov

Friday Morning – JAG, So Far This Quarter 2nd Edition

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. . Market Sentiment Watch: All energy market eyes on crude as we have gone from 4 year highs to to 6 month lows in 5 weeks. Brent is suddenly below $70 and WTI is similarly below $60. In today's post please find the the natural gas review (bigger than expected injection, gas in storage remains […]


06
Nov

Tuesday Morning – Wattenberg Players, and More

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. . Market Sentiment Watch: Election Day. In energy land, more eyes appear to be focusing on natural gas. In today's post please find comments on the OAS quarter (solid, guidance tweaks to late 2018 should not impact 2019; balance sheet continues to improve), an updated Wattenberg Players table (just in time for today's key vote […]


05
Sep

Wednesday Morning – OAS

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. . Market Sentiment Watch: Calm before the storm on the economic data front. Energy space sentiment remains somewhat poor in the face of more low volume trading days and what some appear to be taking as face value negative Permian play parent / child issues from SLB's Barclays chat yesterday. We see this as overdone […]


07
Aug

Tuesday Morning – CPE, OAS, and more

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. . Market Sentiment Watch: Busy day on the earnings front.  Our comments may be more bullet point oriented than normal. If something isn't clear, please ask in the comments section.  In today's post please find the early read on oil inventories (we expect a bounce in exports this week to help with the headline crude […]

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