Archive for the 'wll' Category


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 […]


31
Oct

Wednesday Morning – LBRT

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (Street is looking for another sizable crude build and product draws … starting to set the bar at a better level), the natural gas inventory early read (more deficit building expected), comments on the LBRT quarter (miss, largely discounted), brief comments […]


02
Oct

Tuesday Morning – More Bakken Updates

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. . Market Sentiment Watch: Energy land again gaining some traction as both commodities border the upper end of expected near term levels.  In today's post please find comments and a cheat sheet update for NOG, a WLL cheat sheet update, a Bakken Players table update (they're running so to tie it together with the two cheats in […]


01
Aug

Wednesday Morning – NFX, HCLP, WLL

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. . Market Sentiment Watch: Busy day. In today's post please find the oil inventory preview, the oil by state/region production slide show, comments on the NFX quarter (big beat on big volume quarter with lower cost and strong realized prices, guidance increase, nice well highlights), comments on the HCLP quarter (in line, all eyes on sustainability […]


01
May

Tuesday Morning

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. . Market Sentiment Watch: Energy sentiment continues to improve.  In today's post please find the early read on oil inventories, comments on the WLL quarter (beat and reiterate, no update on DJ sale), comments on the EIA 914 data and the natural gas supply and demand date from the NG Monthly, an updated Energy Earnings […]

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