Archive for the 'LPI' Category


03
May

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Moving through the 1Q18 reporting season with another strong set of numbers today (more variability today vs yesterday though which were on the whole quite strong). Sentiment remains strong and the bigger Permians are brushing aside the Mid-Cush blowout with a thing called planning.  In today's post please find the oil […]


15
Mar

Thursday Morning

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. . Market Sentiment Watch: IEA takes a more bullish tone. See Commodities Watch section below for the laundry list of highlights.   In today's post please find: 1) the oil inventory review (double expectations crude build despite much higher than expected refiner throughput and a dip in imports, and much much larger than expected product draws […]


15
Feb

Thursday Morning – LPI

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. . Market Sentiment Watch: In today's post please find the oil inventory review (a modestly better than expected report in our view on the back of subdued crude builds during a time that normally sees large ones – thanks to low net imports and elevated for time of year refining that are more than […]


06
Feb

Tuesday Morning – Catalyst List Update, LPI

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. . Market Sentiment Watch: Almost all eyes on a suddenly nervous broad market back drop. Upstream not paying as much attention as it and Service have not adequately discounted current oil prices and strip. In today's post please find Catalyst Update Part 2, the early read on oil and natural gas inventories, comments and […]


25
Jan

Thursday Morning – RRC, LPI, Oil Review, Natural Gas Preview

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. . Market Sentiment Watch: In today's post please find the oil inventory review (continued YoY and 5 year average crude stocks improvement (at Cushing, stocks are down a whopping 40% YoY and down 25% to the five year average), with a bigger gasoline build on seasonal/reporting issues for demand), the natural gas preview (consensus calling for […]

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