Archive for October, 2018


22
Oct

Monday Morning – HAL

. . Market Sentiment Watch: In energy land all eyes remain focused on U.S. / Saudi relations. In today's post please find The Week That Was, comments on the HAL quarter (penny beat), the 3Q18 Energy Earnings Week 2 Calendar, and some other odds and ends.  Ecodata Watch: We get Chicago Fed at 8:30 am EST (no […]


21
Oct

Wrap – Week Ended 10/19/18

. . Questions and comments under The Wrap will be addressed in the Monday post.  .


19
Oct

Friday Morning – SLB

. . Market Sentiment Watch: Volatile broad market conditions meet the boring conditions of option expiry. In today's post please find the the natural gas review (in line injection; large deficit to average levels maintained, smaller inject next week), comments on the SLB quarter (in line with some better than expected elements), comments on an XOG […]


18
Oct

Thursday Morning – HK

. . Market Sentiment Watch: Markets remain volatile. In today's post please find the oil inventory review (mixed bag: 1) much bigger than expected crude build on a yoyo lower in exports, better than expected gasoline stock move and in line distillates: look for export rebound near term and improving (already record) throughput levels), the natural […]


17
Oct

Wednesday Morning – Permian

. . Market Sentiment Watch: More sawing action ahead of earnings season. In today's post please find the oil inventory preview (another benign report expected, SPR pull but also a production hit from Michael adding noise), the natural gas inventory preview (smaller than last week, roughly in line with the 5 year average; expect a smaller […]

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