Archive for the 'oas' Category


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 […]


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 […]


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 […]


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 […]


Thursday Morning – OAS

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. . Market Sentiment Watch: Sideways group action of the last 6 weeks expected to continue near term. In today's post please find the oil inventory preview, the natural gas preview (bigger than average expectation for today's report before we shrink back on mild weather next week), comments and a cheat sheet and catalyst list update […]

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