30
Oct
. . Market Sentiment Watch: Eyes on last economic data before the election, tech earnings, the polls, Covid, and maybe terrorism concerns. In today’s post please find: the natural gas review (smaller than expected by Street and just above the upper end of our thoughts from last Friday … no change to our long held […]
Posted in BE, COG, RRC, swn, Uncategorized | 62 Comments »
21
Aug
. . Market Sentiment Watch: Market eyes on European PMI, U.S. stimulus delay, politics and oddly the postmaster. Energy eyes on natural gas (see that short term supply / demand table below – things are trending in the right way and are set to continue to. Goldman looks to potential in the E&P smid cap […]
Posted in RRC | 36 Comments »
04
Aug
. . Market Sentiment Watch: Still waiting on stimulus and employment assistance deal from DC (both sides said Monday’s talks were productive), Please note this is a busy earnings week for us. Some of our comments may be more brief than usual. If something is not clear please ask in the comment section below and […]
Posted in CLR, FANG, Gassy, HPR, RRC, VNOM | 87 Comments »
28
Jul
. . Market Sentiment Watch: Covid rates seem to be flattening in Florida, Texas, Arizona. In today’s post please find: the very early read on natural gas inventories (as expected, consensus forming up below last week’s build), an interim Gassy Players update, a BCEI cheat sheet update, and some other odds and ends. Ecodata Watch: […]
Posted in BCEI, Gassy, NOV, RRC, Uncategorized | 50 Comments »
19
May
. . Market Sentiment Watch: Time for a pause. Quiet energy news day. There is a story on retroactive rents on federal lands for wind and solar. 2 years of bills, total is about $50 mm for this year hitting < 100 projects in the U.S. sited on federal lands. Not the best timing, comes […]
Posted in RRC, swn, Uncategorized | 57 Comments »