Archive for the 'oas' Category


14
Sep

Wednesday Morning

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. . Market Sentiment Watch: Volatility continues to rise. In energyland all eyes will be on the weekly crude build though we expect a larger than Street estimate sized one (see table below) and for seasonally larger ones for the next two months as refiners rein in capacity for maintenance (though not as large as the […]


16
Aug

Tuesday Morning – Bakken Cheats Plus NOG, PE, CXO

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. . Market Sentiment Watch: Econoimic data heating up but market looks to be on almost auto pilot before August expiry and Labor Day.  In today's post please find  the early read on oil inventories, cheat sheet updates for a number of Bakken Players along with comments on NOG changes, comments on another acquisition and set […]


04
Aug

Thursday Morning – 2Q16 Earnings Tsunami Day 2

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. . Market Sentiment Watch: The UK opted to cut rates by 25 bps to a record low level, their first cut since 2009, due to Brexit. Another busy day as we have nearly a dozen names of interest reporting 2Q16 results and comments today will be more bullet point form than usual due to time constraints. In […]


13
May

T.G.I.F.

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. . Market Sentiment Watch: Most market eyes focused on the woes of the retail sector. In today's post please find the natural gas inventory review (slightly below estimates, the lowest injection for this week of the year since 2012 and some LNG comments), comments on the OPEC Monthly, the Bakken Players post quarter update for the three […]


11
May

Wednesday Morning

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. . Market Sentiment Watch: Another eco-data light day. In today's post please find comments on the STEO, comments on the REXX quarter, a wrap and cheat for OAS, comments on the LPI secondary and budget and volume guidance boost with updated wrap, WLL, and some other odds and ends.  Ecodata Watch: We get the Federal Budget at 2 […]

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