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Short Takes

This Week we are trying something different. As some of you may know, I review lots of articles to come up with those which I believe will be the most interesting...
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The Week In Numbers for the Week Ending 7-29-2016

Each week, we strive to provide you a bare bones summary of what happened to the price of WTI, Natural Gas, and Brent Crude. In addition, we summarize the major reports...
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Ty’s Take For the Week Ending 7-29-16

Oil Fell This week and fell hard. But why? As we discussed last week, I remain bullish on the price of oil over the long-term as I believe supply and demand...
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Some Bad News: Refiners Switching to Summer Blend and Hedge Funds Go Short

We got some bearish news on oil this week. First, some refiners stated that they are switching to from summer to winter blend gasoline. Without naming which refiners were switching, Reuters...
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Oil Majors Cash Flow Neutral at U.S. $50.00 per barrel.

Last week, we discussed that 70% of future development is commercially viable when Brent Crude hits $60.00 per barrel. http://www.fsmetals.com/about-us/newsletters/so-what-does-the-price-of-oil-have-to-be-to-turn-this-aroundThis week we got a bit of more good news. Because of...
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Earnings Weatherford BH NOV

Baker HughesOn July 28, 2016, Baker Hughes announced earnings for Q2 2016. Baker Hughes reported a loss per share of $0.90 which is substantially more than its Q2 2015 loss of...
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The Week In Numbers for the Week Ending 7-22-2016

Each week, we strive to provide you a bare bones summary of what happened to the price of WTI, Natural Gas, and Brent Crude. In addition, we summarize the major reports...
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Ty’s Take for The Week of July 18-23, 2016

What was interesting this week was the market’s overall non-reaction to some news but overreaction (in my opinion) to other news. WTI opened at $46.12 and closed at $45.24 on Monday....
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Major Oil and Gas Service Companies Release Earnings

This week is highly significant as we saw a substantial amount of publicly traded oilfield service companies release Second Quarter earnings. More important than how much money any company made or...
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More Production Coming Offline

Despite some indications that, as the CEO of Halliburton said, North America is turning, we do see some continuing indications that companies are moving more production offline. (to see what the...
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