Archive for the 'hk' Category


10
Nov

Thursday Morning – CDEV, HK

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (imports retreated sharply after last week's "catch up" figure, refining capacity is coming back on as we crawl out of the second maintenance season of the year, EIA used the weekly Lower 48 production report as a true up to their […]


27
Sep

Tuesday Morning – RICE

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. . Market Sentiment Watch: In energy land, oil is trading slightly lower as hopes that OPEC members and large Non OPEC players meeting in Algeria might come to some sort of price stabilizing agreement begin to fade (further). The group remains in the sideways trade.  In today's post please find the early read on oil inventories, comments on […]


13
Sep

Tuesday Morning

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. . Market Sentiment Watch: The Fed might want to stop manipulating the market from day to day, just a thought. In energy land, commodity volatility picked up yesterday (both oil and natural gas) but our sense remains that this is largely trading noise in the one case with the dollar and in the other […]


29
Jul

T.G.I.F.

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. . Market Sentiment Watch:  In today's post please find the natural gas inventory review (lower than expected injection (again) on the back of peak summer heat and strong export and generation demand, an updated look at shale gas (getting hard to ignore the declines now), comments on the COG quarter (better than expected quarter on […]


28
Jul

Thursday Morning – Oil Review, Natural Gas Preview plus WLL, PXD

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. . Market Sentiment Watch: Yesterday the Fed took a pass on a hike as expected but outlined a bit stronger economic picture and you can see the differences between the prior month's statement and this one here. In today's post please find the oil inventory review headline by: (a) an unexpected oil inventory build on the […]

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