Archive for the 'REI' Category


07
Nov

Wednesday Morning – More Earnings Plus Prop 112

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. . Market Sentiment Watch: In energy land most eyes are focused on inventories as refiners climb back out of maintenance season and after oil fell for a rare 7 consecutive seasons going into the U.S. midterms.  In today's post please find comments on the FANG quarter, comments on the PXD quarter (beat; rising Permian only production […]


14
Sep

Friday Morning

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. . Market Sentiment Watch: Quiet tone in the energy groups.  In today's post please find the the natural gas review (in line storage build increases deficits both YoY and to the five year average; look for a modestly larger build next year), comments and an updated cheat sheet for REI, the Permian Players Group […]


12
Sep

Wednesday Morning – Eagle Ford Players, REI, PXD, MGY

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. . Market Sentiment Watch: In today's post please find the oil inventory preview, the natural gas inventory preview, color on the STEO (U.S. oil production forecast cut this year and next; view of OECD stocks cut this year and next; view of US natural gas end of year stock cut, this year and next), color on […]


09
Aug

Thursday Morning – FANG, REI

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (mixed bag for headline numbers, demand still strong and EIA bites the bullet and reduces is weekly run rate for Lower 48 oil production), the natural gas preview (expecting another sub 5 year average injection), comments on FANG (beat, acquire, raise), […]


07
Jun

Thursday Morning – REI

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (weak report as weeklies go, see details and comments below), the natural gas preview (Street still expecting a smaller than year ago, smaller than 5 year average injection report), comments on REI, and some other odds and ends.  Ecodata Watch: We get jobless claims […]

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