Archive for the 'SLB' Category


19
Jul

T.G.I.F.

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. . Market Sentiment Watch: In today’s post please find the the natural gas review (slightly better than expected; next week look for a smaller injection), requested comments and a short form cheat sheet on DVN, comments on the SLB quarter (strong quarter, revenue beat, in line EPS, solid macro outlook), and some other odds and ends.  Ecodata Watch: […]


18
Apr

Thursday Morning – SLB

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. . Market Sentiment Watch: DC politics may take center stage today. In today's post please find the oil inventory review (unexpected crude draw on a big drop in imports, a 0.1 mm bopd retreat by EIA for their view of Lower 48 oil production, and modest product draws for both gasoline and distillates … all […]


19
Oct

Friday Morning – SLB

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. . Market Sentiment Watch: Volatile broad market conditions meet the boring conditions of option expiry. In today's post please find the the natural gas review (in line injection; large deficit to average levels maintained, smaller inject next week), comments on the SLB quarter (in line with some better than expected elements), comments on an XOG […]


20
Jul

Friday Morning

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. . Market Sentiment Watch: In today's post please find the the natural gas review (smaller than expected, expanded the deficit to the 5 year average, and we expect a smaller injection next week), comments on the SLB quarter (in line, increasingly upbeat tone regarding international but again, improvement is always just around the corner there […]


20
Apr

Friday Morning – COG, SLB

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. . Market Sentiment Watch: Improving energy sentiment. In today's post please find the natural gas storage review (bigger than expected draw, stocks now off over 800 Bcf relative to year ago levels and nearly 450 Bcf below the 5 year average … good starting point for the injection season, 3rd lowest level for stocks in […]

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