27
Jul
. Housekeeping Watch: Heavy reporting day. Some of our comments may be more brief than usual. If something is not clear please ask. In today’s post please find: the oil inventory slide show, the natural gas inventory preview, comments on quarterly reports from NXT, QS, NOVA, CLB, VLO, PTEN, OII, AR and some other odds […]
Posted in AR, CLB, NOVA, NXT, OII, PTEN, QS, VLO | 116 Comments »
27
Apr
. . 1Q23 Watch: Busiest day of the season to date. As with other days, most names are reporting solid numbers and reiterating prior guidance. Some of our comments today will be shorter than usual due to the high call volume, If something isn’t clear please ask in the comments section. In today’s post please […]
Posted in AR, EQT, NOVA, OII, pxd, QS, VLO | 101 Comments »
26
Jan
. In today’s post please find: the oil inventory review (positive side of neutral as we got the reversion to more normal reporting, higher throughput, and much lower net imports – see oil inventory review section below), the natural gas preview, comments on quarterly results from TSLA – beat and sort of raise, LBRT […]
Posted in CNX, LBRT, TSLA, TXO, VLO | 101 Comments »
25
Oct
. . Housekeeping Watch: Very busy reporting week in the energy space. Some of our comments will be more brief than usual. If something isn’t clear please ask. In today’s post please find: the very early read on natural gas inventories, comments on four reporting names of interest, and some other odds and ends. Ecodata […]
Posted in hal, HLX, RRC, Uncategorized, VLO | 119 Comments »
28
Jul
. . Housekeeping Watch: High call volume begins today. Please note that some of our comments are more brief than usual. If something is not clear please ask. In today’s post please find: the oil inventory review (positive side of neutral with record oil exports), the natural gas preview (Street is in the lower end […]
Posted in AR, CLB, CNX, EQT, NOV, OII, PTEN, QS, Uncategorized, VLO | 161 Comments »