Archive for the 'RRC' Category


30
Oct

Friday Morning – More Gassy Player Reports

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. . 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 […]


21
Aug

T.G.I.F.

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. . 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 […]


04
Aug

Tuesday Morning – Earnings Avalanche Day 1

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. . 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 […]


28
Jul

Tuesday Morning – Gassy Players Update and More

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. . 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: […]


19
May

Tuesday Morning – RRC, SWN

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. . 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 […]

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