Archive for the 'swn' Category


01
Mar

Friday Morning – JAG, TPIC, ECR, SWN

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. . Market Sentiment Watch:  In today's post please find the the natural gas review, the monthly by state / region oil graphs with rig counts, comments on the JAG quarter (guidance should allay some spending fears), comments on the SWN quarter (in line, reiterated guidance), comments on the TPIC quarter, ECR becomes MR, and some other […]


06
Feb

Wednesday Morning – LBRT, VNOM, HCLP, SWN

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. . Market Sentiment Watch: State of the Union was a non event from an energy perspective, all eyes back on inventories and earnings. In today's post please find comments on the VNOM quarter (beat on volumes and price, guides better than expected if a touch gassier than expected), comments on the LBRT quarter (miss but […]


14
Nov

Wednesday Morning – COG, SWN

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. . Market Sentiment Watch: All eyes remain on oil while gassy sentiment slowly improves with a spike in natural gas prices that's not built to last (it's typically weather loaded and well overdone, especially given this morning's move). In today's post please find the oil inventory preview (due out tomorrow due to the holiday, looking […]


26
Oct

Friday Morning – SWN, COG

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. . Market Sentiment Watch: Volatile markets action continues (another day, another high % point swing in futures). In today's post please find the the natural gas review (bigger than expected injection but well on track for our peak level which we see as prices supportive; record exports and higher heating demand last week point to […]


19
Sep

Wednesday Morning

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. . Market Sentiment Watch: Quiet news flow day. In today's post please find the oil inventory preview, the natural gas inventory preview, comments and an updated pro forma cheat sheet for SWN, and some other odds and ends.  Ecodata Watch: We get Housing Starts at 8:30 am EST (F = 1.243 mm, last read was 1.168 mm), […]

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