Archive for the 'PE' Category


09
May

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 […]


05
May

Payrolls Friday

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. . Market Sentiment Watch: Nervous energy market conditions. Don't Panic.  In today's post please find: the natural gas inventory review (modestly bigger than expected injection, positive demand data for next week), comments on quarterly reports from PE (beat and raise, just crushing it), AREX (meh), ECR (beat and raise, well overdone to the downside), and SRCI (as expected pre […]


10
Mar

Friday Morning

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. . Market Sentiment Watch: Payrolls Friday. In today's post please find a requested quick group table, updated cheat sheets for PE and RSPP, comments on the AREX quarter, and some other odds and ends.  Next week we get an updated version of the OPEC monthly.    Ecodata Watch: We get Nonfarm Payrolls at 8:30 am EST […]


24
Feb

Friday Morning

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. . Market Sentiment Watch: Energy group appears set to fill OPEC gap. In today's post please find the natural gas inventory slide show (slightly bigger than expected withdrawal but current mildness clouds sentiment), the oil inventory review (big drop in imports and big spike in crude exports along with better looking gasoline and distillate draw […]


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 […]

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