Список проголосовавших за комментарий " Sector Summary: Energy leads the broader market higher, crude rallies ahead of today's rig count, & natural gas snaps its 3-session streak<p>The Energy Sector (<strong>XLE</strong>, +0.9%) outpaces the broader market (<strong>SPY</strong>, +0.7%) in afternoon trading. Crude oil (<strong>USO</strong>, +0.1%) futures reverse their initial morning losses & are trading higher ahead of rig count data scheduled to be released in about 11 minutes. Lastly, natural gas (<strong>UNG</strong>, -3.5%) futures snapped their 3-session streak, on track to end pit trading at a fresh multi-month low.</p><p><strong>Baker Hughes (BHI, -1.5%) rig count data will be released today at 1 pm ET.</strong></p><ul><li>Last week, data showed that the number of active oil rigs increased for the second consecutive week, resuming a multi-month climb to highs not seen since Nov 2015.</li><li>15 oil rigs were added last week, bringing the total to 566 US oil rigs. The number of gas rigs increased by 3 to 145 rigs.</li><li>This brings the total number of active oil and gas rigs to 712, an increase of 18. The total count is now higher by 93 rigs, compared to the same period last year.</li></ul><p>Color on this week's price action in crude:</p><p>Crude futures reversed initial morning losses and are trading near session highs ahead of today's rig count data. This latest move can be attributed to the US announcing sanctions related to Iran's missile test two days ago, adding geopolitical support to oil prices.</p><ul><li>Crude is also garnering support from statements this morning from Russian Energy Minister Novak, discussing that about 1.4 mln barrels per day of oil output has already being cut as part of the OPEC/non-OPEC deal announced last year.</li><li>Yesterday morning, Russian energy minister Novak stated Russian companies may cut oil output quicker than previously thought, adding that Russia is fully committed to the global agreement.<ul><li>These latest upbeat comments from Russia came on the heels of Energy Ministry data on Feb 1, which showed that Russian oil output has declined by 100k barrels/day in Jan.</li></ul></li><li>Earlier in the week on Tuesday, oil prices were initially supported by data that showed OPEC oil producers are sticking to the agreed-upon output cuts, with OPEC compliance above 80% so far. OPEC has reduced collective output by over 1 mln barrels/day out of their expected portion of the collective output cut of 1.2 mln barrels/day.</li><li>It is also worth noting that on Feb 1 crude oil rallied strong into the close of pit trading, ending at its highest level of the session. The move was attributed to comments out of Washington from the National Security Advisor regarding tensions between the US & Tehran increasing after Iran tested a missile, raising the possibility of future sanctions that could potentially curb Iranian oil supply.</li></ul><p><strong>Notable Gainers:</strong></p><ul><li><strong>Oil & Gas Drilling & Exploration: Pioneer Energy Services (PES, +8%)</strong></li><li><strong>Equipment and services: Hornbeck Offshore Services (HOS, +7%)</strong></li><li><strong>Independent oil & gas: Matador Resources (MTDR, +7%)</strong></li><li><strong>Major-integrated: Eni (E, +3%)</strong></li><li><strong>Refining & Marketing: Renewable Energy Group (REGI, +3%)</strong></li><li><strong>Pipelines: Energy Transfer Equity (ETE, +5%)</strong></li></ul><p><strong>Notable Laggards:</strong></p><ul><li><strong>Oil & Gas Drilling & Exploration: Vanguard Natural Resources (VNR, -24%)</strong></li><li><strong>Equipment and services: Ion Geophysical (IO, -2%)</strong></li><li><strong>Independent oil & gas: Fieldpoint Petroleum (FPP, -8%)</strong></li><li><strong>Major-integrated: Petrobras Argentina (PZE, -5%)</strong></li><li><strong>Pipelines: Magellan Midstream Partners (MMP, -2%)</strong></li></ul><p><strong>In Current Trade:</strong></p><ul><li>Mar WTI crude oil futures: up about $0.24 around the $53.80/barrel level (+0.5%)</li><li>Mar natural gas futures: down about $0.12 around the $3.07/MMBtu level (-3.8%)</li><li>Mar RBOB gasoline futures: up about $0.02 around $1.55/gallon (+1.2%)</li><li>Mar heating oil futures: up about $0.01 around $1.69/gallon (+0.6%)</li></ul><p>Earnings/News</p><ul><li>Phillips 66 (<strong>PSX</strong>, -1%) missed by $0.30<ul><li>Reported Q4 adj earnings of $0.16 per share, $0.30 worse than the Capital IQ Consensus of $0.46.</li><li>«We expect to generate additional free cash flow and create shareholder value as we complete major growth projects in 2017. Our portfolio of refining, midstream, chemicals and marketing assets positions us to capture opportunities across the value chain.»</li><li>Phillips 66 continues to execute its plan to grow higher-valued businesses, while remaining committed to disciplined capital allocation. Capital spending for 2016 was $2.8 bln, including $461 mln at PSXP. This funded sustaining capital, acquisitions, growth projects in Midstream, and return-enhancing investments in Refining.</li></ul></li><li>Transglobe Energy (<strong>TGA</strong>, +1%) announced a 2017 capital budget of $56.4 mln and production +30-55% to 15.5 to 18.5 MBoepd<ul><li>The 2017 capital program of $56.4 mln (before capitalized G&A) includes $40.2 mln for Egypt and $16.8 mln (C$22.4 mln) for Canada.</li></ul></li><li>Bellatrix Exploration (<strong>BXE</strong>, -0.2%) announced an extension of the continued listing and trading of its common shares on the NYSE until its annual meeting currently planned for May 17, 2017.</li></ul><p>Broker Calls</p><ul><li>Weatherford (<strong>WFT</strong>, +7%) upgraded to Buy at Loop Capital</li><li>Transocean (<strong>RIG</strong>, +3%) upgraded to Outperform at Credit Suisse</li><li>CNX Coal Resources (<strong>CNXC</strong>, -0.2%) downgraded to Neutral at JP Morgan</li><li>Magellan Midstream (<strong>MMP</strong>, -2%) downgraded to Neutral at UBS</li></ul>"