Archive for the 'swn' Category


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 […]


01
May

Friday Morning – COG, RRC, SWN

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. . Market Sentiment Watch: By the end of today some 28 states will be at least partially reopened. The White House is rumored to be weighing a number of retaliatory measures against China potentially including debt cancellation. In today’s post please find: the the natural gas review, comments on the COG quarter, comments on […]


07
Apr

Tuesday Morning – SWN

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. . Market Sentiment Watch: Covid-19: Positives from Italy, Spain and potentially New York in terms of case numbers. Testing of treatments and vaccines continues to broaden. We expect this to be a process of absorbing waves of bad news. We see the market as largely factoring a quick return to normalcy and a V-up […]


28
Feb

Friday Morning

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. . Market Sentiment Watch: Sloppy market conditions continue as virus fear continues to spread. Saudi is cutting crude shipments to China and OPEC+ is increasingly expected to be forced to deliver a larger than previously recommended by JTC cut. OPEC+ meets March 5th, 6th. In today’s post please find: the natural gas review (smaller […]


25
Oct

T.G.I.F. – COG, SWN, FSLR

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. . Market Sentiment Watch:  In today’s post please find the the natural gas review (in line), comments on the FSLR quarter, comments on the SWN quarter, comments on the COG quarter, and some other odds and ends.  Please see the calendar page as next week’s earnings release cadence really picks up. Ecodata Watch: We get […]

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