Archive for the 'AREX' Category


04
Oct

Thursday Morning – AREX

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. . Market Sentiment Watch: In today's post please find the oil inventory review (monster unexpected crude build but it was all exports so it's a low quality miss, both products better than expected), the natural gas preview (bigger numbers coming but it won't really ding the deficit), an updated cheat sheet for Permian gassy minnow AREX, […]


09
Mar

Payrolls Friday

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. . Market Sentiment Watch:  In today's post please find the return of the expanded Permian multiples short form table, more specific comments in the Holdings Watch section on near term plans, the natural gas inventory review (in line withdrawal; larger withdrawal expected next week), comments on the AREX quarter (a good example of getting to […]


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 […]

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