Archive for March, 2017


24
Mar

Friday Brief Post

. . Market Sentiment Watch: This will be thin as we hit the office just before midnight last night and will be addressing outstanding questions from this week, both from the comments section of the Monday-Thursday post and from emails today. It's good to be back and to have missed most of what was a […]


20
Mar

Monday to Thursday 3/20 – 3/23

. . Market Sentiment Watch: Slower week on the economic and energy data front. See below. Click the link directly below this to …


16
Mar

Thursday / Friday Post

. . Market Sentiment Watch: In today's post please find the oil inventory review (unexpected crude draw on a big slump in imports, flat refining, and another minor increase in "reported" production and despite an SPR release and then near record demand for both products leading to much bigger than expected stock draws … in […]


15
Mar

Wednesday Morning

. . Market Sentiment Watch: Fed hike day (almost a certainty). In energyland sentiment continues to hinge on near term data (we think unwisely).  In today's post please find an updated cheat sheet with comments for OAS, the oil inventory preview (another build in crude is expected along with draw downs of finished products stocks), and […]


14
Mar

Tuesday Morning – Wattenbergs, OPEC

. . Market Sentiment Watch: In energy land, both oil and the upstream group appear to be awaiting inventories prior to making the next leg in either direction. In today's post please find comments on the OPEC Monthly (call on OPEC increasing), updated cheat sheets for SYRG (now SRCI) and PDCE, comments on the XOG quarter (EBITDA […]

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