Archive for the 'JAG' Category


21
Nov

Tuesday Morning – More Permians

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. . Market Sentiment Watch: Holiday light activity within the group, light volumes, small moves, and nearly no news flow. We continue to update our thinking post quarter have been largely please . The market continues to be nervous about what OPEC will decide next week. And so we tread in place. Our sense OPEC+ extends […]


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 […]


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 […]

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