Archive for the 'XOG' Category


10
Dec

Monday Morning – OPEC Summary, XOG

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. . Market Sentiment Watch: OPEC more than delivered (factoring in other adjustments – see comments in the stuff section, archived under OPEC). More eyes now shift back to U.S. / China trade relations as the year winds down and this week's economic data is less key than last week's. In energyland we will get […]


19
Nov

Monday Morning – More Permian Consolidation

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. . Market Sentiment Watch: Expect increased volatility early then holiday like trading as the week progresses. Not a big week in terms of energy reports. In today's post please find The Week That Was, comments on a smaller Permian takeover, and some other odds and ends.  Interesting Reading Watch: 17 company consortium pledge $100 mm […]


06
Nov

Tuesday Morning – Wattenberg Players, and More

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. . Market Sentiment Watch: Election Day. In energy land, more eyes appear to be focusing on natural gas. In today's post please find comments on the OAS quarter (solid, guidance tweaks to late 2018 should not impact 2019; balance sheet continues to improve), an updated Wattenberg Players table (just in time for today's key vote […]


19
Oct

Friday Morning – SLB

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. . Market Sentiment Watch: Volatile broad market conditions meet the boring conditions of option expiry. In today's post please find the the natural gas review (in line injection; large deficit to average levels maintained, smaller inject next week), comments on the SLB quarter (in line with some better than expected elements), comments on an XOG […]


06
Sep

Thursday Morning

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. . Market Sentiment Watch: Busy day on the economic data front. Energy group sentiment remains poor side of neutral (oil macro is fine and perhaps improving) but interest in the upstream NAM players remains largely muted and Service sentiment is deteriorating.  In today's post please find the oil and natural gas inventory previews, comments […]

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