Archive for the 'swn' Category


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), […]


04
Sep

Tuesday Morning – SWN, CPE, Gas Macro Slide Show Update

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. . Market Sentiment Watch: Short but busy week on the economic data front. Canadian trade talk outcome may loom over the week.  In today's post please find The Week That Was, comments on SWN's sale of the FS (on the surface the price tag looks light but improves with transportation obligation assumption), comments on CPE […]


22
Aug

Wednesday Morning – COG, SWN

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. . Market Sentiment Watch: In today's post please find cheat sheet updates and brief post quarter comments for COG and SWN (a little bit of both ends of the gassy upstream spectrum), the oil inventory preview (Street looking for a benign set of numbers) and the natural gas storage preview for Thursday (consensus is […]

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