Archive for the 'oas' Category


Wednesday Morning – Bakkens

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. . Market Sentiment Watch: Another slow day in economic data land. In today's post please find the oil and natural gas inventory previews, comments on the STEO, a number of post quarter cheat sheet updates and the mini Bakken table containing our owned pure or nearly pure play names in the Williston Basin, and some other odds […]


Thursday Morning – Earnings Avalanche Day 1 for 4Q15

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. . Market Sentiment Watch:  Each quarter we get two to three days where the quarterly reports really pile up.  This is one of those days and due to time constraints our comments may be thinner than normal and response times to questions may be slightly delayed due to the 11 calls we'll be on, live […]


Friday Morning

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. . Market Sentiment Watch:  Next week becomes busier on the economic data front and our suspicion would be that oil prices will again come under pressure without actual action from OPEC / non OPEC (which we don't expect) given the time of year (maintenance season) and the propensity for larger crude inventory builds (though product […]


Thursday Morning – Oil Inventory Review Plus Natural Gas Inventory Preview

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. . Market Sentiment Watch: The Fed struck us increasingly concerned about the economy and potentially about the drag on the economy from foreign markets but tried to maintain a neutral if not optimistic tone so as not to be an additional source of concern. Good luck to them with that. In today's post please find the […]



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. . Market Sentiment Watch:  In today's post please find the oil inventory review (a slightly more benign version of what API foreshadowed the day before with a larger than expected oil build due to a bounce in imports that more than offset a size rise in refinery throughput, a larger than expected gasoline stocks […]

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