Archive for the 'TPIC' Category


08
Aug

Thursday Morning – TPIC, BCEI

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. . Market Sentiment Watch: China on market’s mind. In today’s post please find the oil inventory review (negative ), the natural gas preview (bigger than normal build expected), comments on the BCEI quarter (pre announced volume beat, now raising guidance with low end of range in line with current Street for 2019; estimates to […]


08
May

Wednesday Morning – And More Earnings

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. . Market Sentiment Watch: China in focus.  In energy land inventories and Iran in focus.  Another busy day in earnings calls for us. In today's post please find comments on another set of upstream reports and reports from two wind names, the oil inventory preview, the natural gas inventory preview (injections set to roll lower […]


02
May

Thursday Morning – Earnings Avalanche Part 2

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. . Market Sentiment Watch: Big economic data the next two days with energy eying U.S. inventories, the end of waivers (maybe, maybe not for some), Venezuela, Libya, and the Saudi move to change the bar for measuring a balanced market.  In today's post please find the oil inventory review (negative as weeklies go, see Oil […]


04
Mar

Monday Morning

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. . Market Sentiment Watch: China deal in focus again; later this week look for Nonfarm payrolls to be more in the spotlight than they have been in recent months as economy cooling fears take a front seat to other DC antics. In today's post please find The Week That Was, the latest edition of So Far […]


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 […]

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