Archive for the 'LPI' Category


17
Aug

Thursday Morning

Print Friendly

. . Market Sentiment Watch: Seeking traction. In today's post please find the oil inventory review (monster crude draw on record territory refiner demand and still weak net imports, with sentiment offsets of a 25,000 bopd increase in reported L48 oil production, an as expected flat gasoline stocks reading and an unexpected increased (though quite small) distillate stocks […]


08
Aug

Tuesday Morning

Print Friendly

. Market Sentiment Watch: Another busy day of earnings. In today's post please find the early read on oil and natural gas inventories, comments on a number of 2Q17 reports with calls scheduled for this morning and afternoon, an updated cheat sheet and mini model for VNOM, and some other odds and ends.  Ecodata Watch: We […]


20
Jul

Thursday Morning – FMSA

Print Friendly

. . Market Sentiment Watch:  In today's post please find the oil inventory review (much better than expected headline inventory numbers, record distillate demand, strong gasoline demand, record refiner throughput, tame net and ex exports import levels, and the ongoing EIA over estimation of Lower 48 production), the natural gas preview (getting smaller with heat […]


07
Jul

Payrolls Friday

Print Friendly

. . 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

Print Friendly

. . 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 […]

Zman’s Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette

s2Member®
Get Adobe Flash player