Archive for August, 2017


31
Aug

Thursday Morning – Oil Review and Natural Gas Preview Plus Table Multiple Updates

. . Market Sentiment Watch: Swarm of economic data out in the next two days. In energyland, all eyes remain on infrastructure in Harvey's wake and note progress towards restarts for refiners and pipes.  In today's post please find the oil inventory review (bigger than Street expected crude draw on record refiner demand pre storm, in […]


30
Aug

Wednesday Morning – Oil Inventory Preview, OAS

. . Market Sentiment Watch: Expect group to begin recovery as refining does. In today's post please find the oil inventory preview (see accompanying notes), the natural gas preview (expecting a sub 5 year average injection to draw us within a hair of the five year average for storage this Thursday, comments on OAS, and […]


29
Aug

Tuesday Morning

. . Market Sentiment Watch: Energy eyes remain locked on increasing Harvey impact news flow. In today's post please find the early oil inventory preview, the very early read on natural gas inventories, comments on increasingly Delaware centric MTDR, and some other odds and ends. So far upstream producers in the path have Harvey have […]


28
Aug

Monday Morning – Harvey

. . Market Sentiment Watch: Nonfarm Payrolls lie at week's end but the real focus this week will be the short and longer term impacts of Harvey. Look for countervailing impacts noted below in the Commodity Watch section. In summary expect storm distorted numbers this week but only slightly as far as the Wednesday numbers […]


27
Aug

Wrap – Week Ended 8/25/17

. . Questions and comments under The Wrap as wells as Harvey impacts will be addressed in the Monday post.  . 

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