AR, ATO, BRS, DO, FANG, HERO, MEG.TO, MRO, PRE.TO, QGEP3, RRC, SE, TSO
US EIA Petroleum Statistics
Antero Resources (AR)
Alert: Strong 2013 Reserves Replacement and F&D Tab, Although
Marcellus F&D Outlook Rises & Utica Condensate EURs Fall
5 February 2014 ¦ 7 pages ir.citi.com
Atmos Energy Corp (ATO)
EPS Beat on Weather; Rate Base Growth Continues; Neutral
5 February 2014 ¦ 8 pages ir.citi.com
Bristow Group Inc. (BRS)
Issues Down Under Driving Earnings Miss
6 February 2014 sendspace.com
Diamond Offshore Drilling, Inc (DO)
Slowdown In Tendering Taking Its Toll
Lowering Target Price to $50 (from $58).
6 February 2014 sendspace.com
Diamondback Energy, Inc. (FANG)
Raise NAV on Bigger EURs, Inventory
7 February 2014 sendspace.com
Hercules Offshore (HERO)
Slow Start in the US GoM
6 February 2014 sendspace.com
MEG Energy CORP (MEG.TO)
First Read: CFPS Miss but Positive Ops
6 February 2014 sendspace.com
Marathon Oil Corp (MRO)
Q4’13 EPS/CFPS Miss Though Total Production Was In Line
¦ 18 pages ir.citi.com
Marathon Oil Corp (MRO)
Shale Should Drive Cashflow Growth
7 February 2014 sendspace.com
Pacific Rubiales (PRE.TO)
2014 Costs Down; Risks Moving Into 2015
6 February 2014 sendspace.com
QGEP Participacoes SA (QGEP3)
Long-term value. Short-term trap?
6 February 2014 sendspace.com
Range Resources Corp (RRC)
Alert: Solid YE’13 Reserve Report and All-In F&D Tab
5 February 2014 ¦ 7 pages ir.citi.com
Spectra Energy Corp (SE)
Raising Target; Maintain Neutral Rating
5 February 2014 ¦ 8 pages ir.citi.com
Tesoro Corp. (TSO)
Testing Confidence in 2014 EBITDA, Lower TP to $65/Sh
7 February 2014 sendspace.com
US EIA Petroleum Statistics
Crude stocks build modestly even as inventories rise on the USGC; Cushing stocks start to draw
5 February 2014 ¦ 27 pages ir.citi.com
Crude stocks built 440-k bbls w/w (vs. Bloomberg consensus expectations of a
2.2-m bbl build) to 358.1-m bbls as crude production stayed flat w/w at 8.0-m b/d
and crude imports dropped 1.1-m b/d w/w to 6.9-m b/d. Refinery runs dropped
368-k b/d w/w to 15.0-m b/d as refiners in PADD III continued to come offline for
spring maintenance. |
