Archive for the 'PE' Category


06
Oct

T.G.I.F.

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. . Market Sentiment Watch: Maintaining traction. In today's post please find the natural gas inventory review (smaller than expected build; expect a much bigger one next week, and remain on target for sub 4 Tcf peak storage in November), comments and a cheat sheet on MTDR, the weekly Permian quick multiples update including this week's balance […]


05
Oct

Thursday Morning – Oil Review, SN ,MTDR, PE

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. . Market Sentiment Watch: Energy offerings arrive. In today's post please find the oil inventory review (much bigger than expected crude stocks drop on tame imports, resilient demand, and another big record for U.S. oil exports – see the review section below more detail), the natural gas preview (expecting to pull into line with the five […]


29
Sep

Friday Morning

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. Market Sentiment Watch: Expecting a quiet Friday. In today's post please find comments on the natural gas storage report (smaller than expected injection and we expect an even smaller build next week), a quick cheat sheet on OMP with a few additional comments and a link back to last week's first comments on them, comments on […]


15
Aug

Tuesday Morning – Permian Cheats

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. . Market Sentiment Watch: Upstream dog house action continued yesterday on lighter volumes … back drop is fairly tractionless as data becomes more sparse near term.  In today's post please find comments and cheat sheet updates for three Permian players, the early read on oil inventories (across the board draws expected), the very early […]


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 […]

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