Archive for the 'oas' Category


03
Aug

Thursday Morning – Earnings Avalanche Day 2

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. . Market Sentiment Watch: Busy day. Sentiment in the group remains low. In today's post please find the oil inventory review (modestly lower than expected crude draw due to a bounce in net imports, record refiner throughput, record gasoline for week of year demand), the natural gas preview, a number of quarterly reads, and some other […]


23
May

Tuesday Morning – OAS

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. . Market Sentiment Watch: OPEC meets Thursday. Expect volatility. We do not expect a V-up correction higher in the group. We expect sideways action as prices calm down. In today's post please find an updated cheat sheet for OAS and a Bakken Players short form multiples table as we walk through more of the ZLT top […]


09
May

Tuesday Morning – More Earnings

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. . Market Sentiment Watch: Nervous energy group conditions may be abating but doubtful we are done with May volatility as OPEC approaches. Today we have another busy one in terms upstream earnings and we get the STEO which may pressure both oil and natural gas upon its release this morning as we expect  EIA to […]


27
Apr

Thursday Morning

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. . Market Sentiment Watch: In today's post please find the oil inventory review (mixed bag), the natural gas preview, comments on the OII quarter (ship not sinking),  comments on the WLL quarter (more interesting), The Quarter So Far, revised Energy Earnings calendars for weeks 2 and 3, and some other odds and ends.  Ecodata Watch: We get Jobless […]


23
Feb

Thursday Morning – Earnings Avalanche Plus Dualing Inventory Reports

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. . Market Sentiment Watch: Sentiment remains poor. Energy sector continues into third month of under-performance after a strong 2016.  We are now in the middle of earnings season and we have not received the expected ramp into the reports that was expected with higher prices, a ramp that would normally make sense given the lack of real […]

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