Archive for the 'PES' Category


02
May

Thursday Morning – Earnings Avalanche Part 2

Print Friendly, PDF & Email

. . Market Sentiment Watch: Big economic data the next two days with energy eying U.S. inventories, the end of waivers (maybe, maybe not for some), Venezuela, Libya, and the Saudi move to change the bar for measuring a balanced market.  In today's post please find the oil inventory review (negative as weeklies go, see Oil […]


20
Feb

Wednesday Morning – FANG, CXO, PES

Print Friendly, PDF & Email

. . Market Sentiment Watch:  In today's post please find the oil inventory preview (we don't get EIA figures until Thursday due to the holiday), the natural gas inventory preview, comments on the FANG quarter, comments on the CXO quarter, brief follow up comments and an updated cheat sheet for PES, and some other odds […]


19
Feb

Tuesday Morning – PES, CLR

Print Friendly, PDF & Email

. . Market Sentiment Watch: Market largely focused on China trade talk and U.S. data (which has been turning more mixed of late). Energy land in the heart of earnings. In today's post please find The Week That Was, the 4Q18 Energy Earnings Week 6 Calendar, comments on the PES quarter, comments on the CLR quarter, […]


09
Jan

Wednesday Morning – FANG

Print Friendly, PDF & Email

. . 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

Print Friendly, PDF & Email

. . 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 […]

Zman's Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette

s2Member®