Archive for the 'Catalyst List' Category


06
Feb

Tuesday Morning – Catalyst List Update, LPI

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. . Market Sentiment Watch: Almost all eyes on a suddenly nervous broad market back drop. Upstream not paying as much attention as it and Service have not adequately discounted current oil prices and strip. In today's post please find Catalyst Update Part 2, the early read on oil and natural gas inventories, comments and […]


13
Oct

T.G.I.F.

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. . Market Sentiment Watch: Quite group this week. Expect news flow to begin picking up next week. In today's post please find the natural gas inventory review (above early week expectations but in line with the most recent ones – our thoughts on peak storage are unchanged – see below and we note that natural […]


12
Oct

Thursday Morning – Dualing Oil and Natural Gas Inventory Reports, Catalyst List Update Part 3

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. . Market Sentiment Watch: Early group weakness expected after weak API last night and despite strong longer term views out of OPEC and EIA yesterday and IEA today. Group seeking to maintain traction. In today's post please find the oil inventory preview (benign report expected, potential for downside risk is elevated on a pullback in […]


11
Oct

Wednesday Morning – Catalyst List Update Part 2

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. . Market Sentiment Watch: Group clinging to traction as more important data arrives for oil. In today's post please find comments on the OPEC Monthly (increased 2017 and 2018 demand, lower non OPEC supply for 2017 and 2018, and higher call on OPEC for 2017 and 2018 … all price supportive elements), the Catalyst List part […]


10
Oct

Tuesday Morning – Catalyst List Update Part 1

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. . Market Sentiment Watch: Another slow economic news day.  In energyland we are on the eve of additional data that should be supportive of  the recent traction in the group. In today's post please find the Catalyst List update part I (expect to see a number of these as we count down to third quarter), […]

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