Archive for the 'ECR' Category


12
Dec

Tuesday Morning – ECR, OAS

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. . Market Sentiment Watch: Our thoughts are with those in California as well as along the Gulf Coast and Puerto Rico and the islands. As expected, news flow is picking up in between the major end of year holidays. In today's post please find comments and updated cheat sheet for ECR (we came, we […]


11
Dec

Monday Morning

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. . Market Sentiment Watch: Energy group sentiment remains depressed relative to the commodities which they sell. Much the same as much of the 2017 story. Tax loss selling could be entering in. Thoughts of bitcoin could be entering.  The name get cheaper as they stand still however.  Last week was an odd one with […]


29
Nov

Wednesday Morning – ECR, MTDR

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. . Market Sentiment Watch: OPEC Meeting Eve. In today's post please find the oil inventory preview, the natural gas inventory preview (look for a sequentially smaller injection on similar weather week to week but a holiday impact on industrial demand and see pricing comments in the Commodity Watch section as we prepare to ratchet back […]


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 […]

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