Archive for the 'JAG' Category


15
Aug

Tuesday Morning – Permian Cheats

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. . Market Sentiment Watch: Upstream dog house action continued yesterday on lighter volumes … back drop is fairly tractionless as data becomes more sparse near term.  In today's post please find comments and cheat sheet updates for three Permian players, the early read on oil inventories (across the board draws expected), the very early […]


10
Aug

Thursday Morning – OPEC, XOG, JAG

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. . Market Sentiment Watch: In today's post please find the oil inventory review (all time record refiner throughput, record demand for this week of the year for both gasoline and distillates, resulting in much bigger than expected draws on crude and distillate stocks but a build in gasoline due to a pop in gasoline […]


07
Jul

Payrolls Friday

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. . Market Sentiment Watch:  Better than expected Payrolls number. In energyland, after a strong set of data yesterday (see below) data flow will heat up today with the overly watched Rig count and then again next week with monthly items out of EIA (STEO) and OPEC (MOMR).  In today's post please find the oil inventory […]


16
May

Tuesday Morning – Permian Cheats Day 1

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. . Market Sentiment Watch: News flow at May slow in the group. In today's post please find cheat sheets for CPE, RSPP, JAG, LPI, the early reads on oil and natural gas inventories, and some other odds and ends.  Ecodata Watch: We get Housing starts at 8:30 am EST (no forecast, last read was […]


12
May

T.G.I.F.

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. . Market Sentiment Watch: In today's post please find the natural gas inventory review (noticeably smaller than expected; data for this week again point to a sub average injection next week as well), So Far This Quarter (expanded to include another 16 companies bringing the total to 34), comments on the JAG quarter (nice beat, […]

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