Archive for the 'JAG' Category


20
Sep

Wednesday Morning

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. . Market Sentiment Watch: See housekeeping watch below. In today's post please find comments and an updated cheat sheet on JAG, and comments on OAS / OMP, the oil inventory preview (we expect a bigger than Street crude build but note API delivered a much more bullish (as weekly data goes) set of date (see […]


19
Sep

Tuesday Morning- REN

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. . Market Sentiment Watch: Group seeking traction and major trend reversal. Both for the equity industry sub groups and for oil and natural gas.  In today's post please find the early read on oil and natural gas inventories, comments on REN, comments on JAG, and several other odds and ends.  Ecodata Watch: We get Housing […]


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 […]

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