Archive for the 'swn' Category


07
Aug

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Tariff war fears weighing on energy sentiment more than anything at this time (for commodities (worry over demand) and equities(dislocated from commodities already)). In today’s post please find the oil inventory preview (consensus looking for more crude draws, Cushing coming down and API reflected in line draws on both oil […]


24
May

Friday Morning – SWN

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. . Market Sentiment Watch: Nervous market conditions to persist near term over the global GDP growth impacts of no clear end in sight to the trade war. We are adding here and there with a slow hand. In today's post please find the the natural gas review (slightly smaller than Street expected injection; look for […]


26
Apr

Friday Morning – COG

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. . Market Sentiment Watch:  In today's post please find the the natural gas review (in line injection; expect a bigger, likely record build next Thursday as we continue to wade into the slack demand prompted by the mildness of this spring), comments on the SWN quarter (beat, no change to guidance, story continues to […]


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 […]

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