Contents of The Weekly Explorer Page
Investment Perspective 4
Morgan Stanley Estimates vs. Consensus 5
Consensus EPS Revisions & Short Interest 7
Comparative Performance Tables 8
Investment Thesis 11
Commodity Macro 12
Commitments of Traders Report 13
Natural Gas Markets 14
Differentials 15
Supply & Demand 16
Fundamental Drivers 17
Switching Economics 18
US Power Market Metrics 19
Crude Oil Markets 20
Crude Fundamentals 21
US Gasoline Fundamentals 22
US Distillate Fundamentals 23
Chemical Markets 24
Hedges 25
Exploration Calendar 28
GDP Forecast, Leading Indicators & Actuals 29
Publications & Content Index 30
Valuation Methodologies & Risks 31
Disclosure 32