. . Market Sentiment Watch: In today’s post please find updated cheat sheets for MR, RRC, and SWN along with some brief post quarter comments, the early read on oil inventories, the very early read on natural gas inventories, and some other odds and ends including more insider buying. Look for the Gassy Players Short […]
. . Market Sentiment Watch: In today's post please find the oil inventory review (negative report as weeklies go, see details in review section), the natural gas preview, comments and a cheat sheet update for RRC, comments on FANG's Rattler offering, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST […]
. . Market Sentiment Watch: Energy oils remain focused on oil waivers (it's not settle yet). In today's post please find comments on the RRC quarter (solid quarter from volumes, pricing and costs perspective, no change to guidance which should be welcome), the early read on oil inventories (more of the same type of weekly […]
. . Market Sentiment Watch: Busy earnings day. In today's post please find the 3rd edition of So Far This Quarter 4Q18 (17 names and counting), comments on the MGY quarter, comments on the CDEV quarter, comments on the CRZO quarter, comments on the RRC quarter, and some other odds and ends. Our comments on some names […]
. . 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 […]
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