Archive for the 'CLB' Category


25
Jul

Tuesday Morning – CLB, SRCI

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. . Market Sentiment Watch: In energy land news flow is increasing.  In today's post please find the oil inventory preview (more draws expected across the board), comments on the Macro and quarter for CLB (miss and lower guidance but we largely pay attention for the macro), comments on SRCI (monster beat pre announced; guidance jacked higher), […]


20
Apr

Thursday Morning – Catalyst List Part III Update

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. . Market Sentiment Watch: Sloppy, nervous group action. In today's post please find the oil inventory review (in line with API from the prior night, in line crude draw on flattish imports,record refiner demand for this week of the year, and a smaller than recently sized increase in Lower 48 production (still up but less […]


20
Oct

Thursday Morning

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. . Market Sentiment Watch: In energyland, the sideways trade (with upward bias) continues as we move into the first half of earnings season. Look for our 3Q16 So Far piece early next week. In today's post please find comments on the oil inventory report (mixed bag with oil popping on an imports driven unexpected crude […]


28
Jan

Thursday Morning – Oil Inventory Review Plus Natural Gas Inventory Preview

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. . Market Sentiment Watch: The Fed struck us increasingly concerned about the economy and potentially about the drag on the economy from foreign markets but tried to maintain a neutral if not optimistic tone so as not to be an additional source of concern. Good luck to them with that. In today's post please find the […]


22
Oct

Thursday Morning – Catalyst List Update Part II

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. . Market Sentiment Watch: Nervous broad market conditions. In today's post please find the natural gas inventory preview, the oil inventory review (big headline build for crude, big headline draws for gasoline and distillates, an uptick in refiner throughput which may foretell nearer term than expected bottom in maintenance season, and flat week to week […]

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