Archive for the 'OII' Category


23
Feb

Friday Morning – COG

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. . Market Sentiment Watch: In today's post please find the oil inventory review (better than expected headline numbers, largely driven by near record low net imports (back to 1991 to be lower!), and better than expected internals – see the Oil Inventory slide show for details and thoughts), the natural gas storage review (in […]


26
Oct

Thursday Morning – WLL, SRCI

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. . Market Sentiment Watch: Group seeking traction. In today's post please find the oil inventory review (record refiner throughput for time of year, 2nd highest oil exports on record, but bounce in net imports yields unexpected but small crude build meanwhile for productions both gasoline and distillates saw strong demand (especially export demand) and posted […]


27
Jul

Thursday Morning – Oil Review, Natural Gas Preview + Earnings

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (record for week of year refiner throughput, gasoline and distillate demand helped drive better than expected draws on crude and distillates with crude stocks crossing below year ago levels for the first time since November 2014), the natural gas preview (consensus […]


09
Feb

Thursday Morning – PE

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (bearish headline crude number is a low quality miss due to anomalous imports build, oil rallied on the return of "reported" gasoline demand and an unexpected drop in gasoline stocks … right on cue), the natural gas preview (much better week […]


28
Oct

Friday Morning

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. . Market Sentiment Watch: Group remains in the sideways trade. In today's post please find the natural gas storage review (in line with expectations as a pickup in heating more than offset easing generation demand), comments on the COG quarter (meh),  comments on the OII quarter (no light in tunnel), and several other odds and ends.  […]

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