Archive for the 'PES' Category


09
Jan

Wednesday Morning – FANG

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. . Market Sentiment Watch: Energy land news flow remains light but is starting to increase. We continue to prep for the 4Q18 reporting season and will be taking a look at some new areas soon.  In today's post please find a Catalyst List Watch Update, an updated cheat for FANG, comments on PES, and some other odds […]


15
Nov

Thursday Morning – RRC, PES

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. . Market Sentiment Watch: Energy markets remain volatile. Expecting OPEC+ comments to soft peddle a reversal in output soon as data from EIA, IEA, and OPEC align as to increasingly lower need from OPEC in 2019. In today's post please find the oil inventory preview (looking for more of the same, poor API report sets […]


31
Oct

Wednesday Morning – LBRT

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (Street is looking for another sizable crude build and product draws … starting to set the bar at a better level), the natural gas inventory early read (more deficit building expected), comments on the LBRT quarter (miss, largely discounted), brief comments […]


30
Oct

Tuesday Morning – PES

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. . Market Sentiment Watch: Nervous market conditions persist. Within the group, we see the rapid moves lower without commodity price verification as over done and time of year related (broad market exerting a strong influence now with markets worried about a trade war escalation) and for now will largely sit on hands.  In today's post please find the […]


26
Sep

Wednesday Morning

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. . Market Sentiment Watch: Fed announcement day.  In energyland, traders are anticipating an extraordinary SPR release or some other Presidential action/attempt to dampen oil prices.  In today's post please find the oil inventory preview (expectations remain mired to small changes; API was modestly bearish), the natural gas inventory preview (as expected, consensus is calling for […]

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