Archive for the 'XOG' Category


Tuesday Morning – BCEI, WIOWIO, OPEC

. . Market Sentiment Watch:  Tech sell off triggers global sell off with inflation fear rising. Please see the Housekeeping Watch near the bottom of today’s post. In today’s post please find: the very early read on natural gas inventories (another below average and below year ago storage build expected), a link to our comments […]


Monday Morning – OPEC Summary, XOG

. . 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 […]


Monday Morning – More Permian Consolidation

. . 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 […]


Tuesday Morning – Wattenberg Players, and More

. . 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 […]


Friday Morning – SLB

. . 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 […]

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