Archive for the 'AREX' Category


28
Sep

Thursday Morning – Oil Review, Natural Gas Preview plus AREX, SRCI, Wattenbergs

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. . Market Sentiment Watch: Resilient / traction continues. Interesting trend change. In today's post please find the oil inventory review (unexpected crude draw brought about by tame imports, a bigger than expected bounce in throughput, and record exports while product stock changes were less bullish due to higher output and gasoline imports), the natural gas […]


05
May

Payrolls Friday

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. . Market Sentiment Watch: Nervous energy market conditions. Don't Panic.  In today's post please find: the natural gas inventory review (modestly bigger than expected injection, positive demand data for next week), comments on quarterly reports from PE (beat and raise, just crushing it), AREX (meh), ECR (beat and raise, well overdone to the downside), and SRCI (as expected pre […]


10
Mar

Friday Morning

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. . Market Sentiment Watch: Payrolls Friday. In today's post please find a requested quick group table, updated cheat sheets for PE and RSPP, comments on the AREX quarter, and some other odds and ends.  Next week we get an updated version of the OPEC monthly.    Ecodata Watch: We get Nonfarm Payrolls at 8:30 am EST […]


17
Nov

Thursday Morning – Oil Review plus AREX

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. . Market Sentiment Watch: Most market eyes will be on Yellen testimony today in her first post election cross examination by congress.  In today's post please find the oil inventory review (negative headline numbers fed by an oddball bounce in imports (large yoyo action last 3 of 4 weeks) and covering a rapid rise out […]


18
Aug

Thursday Morning – Oil Inventory Review and Natural Gas Inventory Preview

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. . Market Sentiment Watch: Expecting slow days into the end of the week, especially tomorrow with no economic data and option expiry. In today's post please find the oil inventory review (bigger than expect oil and gasoline drawdowns made for good headline numbers (especially since gasoline stocks are now well on their way to normalizing) while a […]

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