Contents of The Weekly Explorer Page
Investment Perspective 2
Morgan Stanley Estimates vs. Consensus 3
Consensus EPS Revisions & Short Interest 5
Comparative Performance Tables 6
Investment Thesis 9
Commodity Macro 10
Commitments of Traders Report 11
Natural Gas Markets 12
Differentials 13
Supply & Demand 14
Fundamental Drivers 15
Switching Economics 16
US Power Market Metrics 17
Crude Oil Markets 18
Crude Fundamentals 19
US Gasoline Fundamentals 20
US Distillate Fundamentals 21
Chemical Markets 22
Hedges 23
Exploration Calendar 26
GDP Forecast, Leading Indicators & Actuals 27
Publications & Content Index 28
Valuation Methodologies & Risks 29
Disclosure 30