Archive for the 'ECR' Category


28
Mar

Wednesday Morning – RSPP Gets Acquired

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. . Market Sentiment Watch: Unsettled market conditions persist. Increase talk of a Dow bear market. In today's post please find the oil inventory preview, the natural gas inventory preview (looking for a big number this week by historical standards … the idea of a premature end to the withdrawal season is now a distant memory), […]


27
Mar

Tuesday Morning

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. . Market Sentiment Watch:  In today's post please find the early read on oil and natural gas inventories inventories, Permian hedges, Permian stock performance vs key metrics, comments on ECR, and some other odds and ends.  Ecodata Watch: We get Case-Shiller home prices at 9 am EST (no forecast, last read was 6.3%),   […]


01
Mar

Thursday Morning – Oil Inventory Review, Macro Oil and Gas, ECR

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. . Market Sentiment Watch: Busy day on the economic front; futures living in fear of Powell. In today's post please find the oil inventory review (headline misses for crude and gasoline with oil inventories up at a more seasonally normal pace driven by a reversal in net imports which were still at record lows for […]


31
Jan

Wednesday Morning

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. . Market Sentiment Watch: Nervous group as we start to see 2018 budgets roll out. In today's post please find the oil inventory preview (chances of crude builds are building weekly now, with product builds starting to fall off as an offset), the natural gas storage preview, pre analyst day comments on ECR (to […]


30
Jan

Tuesday Morning – Catalyst List Update, ECR, PE

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. . Market Sentiment Watch: News flow picking back up in the group. In today's post please find the 4Q17 Catalyst Update part 1, an updated ECR cheat sheet in front of tomorrow's analyst day,  comments on the PE operations update (weather and non core sales likely to weigh on the name early), and some other odds […]

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