Archive for the 'ECR' Category


09
Nov

Thursday Morning – Oil Review Plus Gas Preview Plus JAG, ECR

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (noisy report as EIA showed a massive drop in exports and a large adjustment factor … putting that aside, refiner throughput was at record high levels for time of year, gasoline demand was a record for the week, distillate demand was […]


06
Sep

Wednesday Morning – ECR

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. . Market Sentiment Watch: Group seeking to maintain recent traction this week in the face of crude builds, product draws, and a much bigger gas injection (interesting test of recent firming). In today's post please find the early read on oil inventories (our view is that the Street is looking for too small of […]


03
Aug

Thursday Morning – Earnings Avalanche Day 2

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. . Market Sentiment Watch: Busy day. Sentiment in the group remains low. In today's post please find the oil inventory review (modestly lower than expected crude draw due to a bounce in net imports, record refiner throughput, record gasoline for week of year demand), the natural gas preview, a number of quarterly reads, and some other […]


06
Jul

Thursday Morning

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. . Market Sentiment Watch: In energy land, news flow remains slow and a price dip in oil, after 8 days of rally, has bears back to highlighting the negative in all caps. In today's post please find the oil inventory preview (expecting an uplift in throughput, gasoline demand but also U.S. oil production), the natural […]


16
Jun

T.G.I.F.

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. . Market Sentiment Watch: Hedge fund story out saying that 8 big ones have pared their exposure to the Permian. Timing seems a bit odd (late) if it was your plan to sell as the company plans for growth have been around since 4Q16. In today's post please find the natural gas storage review (smaller […]

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