Archive for the 'PES' Category


09
Nov

Thursday Morning – Oil Review Plus Gas Preview Plus JAG, ECR

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (noisy report as EIA showed a massive drop in exports and a large adjustment factor … putting that aside, refiner throughput was at record high levels for time of year, gasoline demand was a record for the week, distillate demand was […]


02
Nov

Thursday Morning – Earnings Mini Avalanche

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. . Market Sentiment Watch: Sentiment on the brink of improving.  In today's post please find the oil inventory review (mixed bag, better on oil and much better on gasoline – see review for details), the natural gas preview (still expecting a slightly larger injection this week than last but relatively moot now as we […]


01
Aug

Tuesday Morning -PES

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. . Market Sentiment Watch:  In today's post please find comments on the PES (Revenue and EBITDA beats) and SLCA (miss and guides capex up significantly which was expected) quarters, the early read on oil inventories, some comments and graphs on the EIA 914 data (flat month to month production for natural gas, up 0.6% for […]


02
May

Tuesday Morning – PES

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. . Market Sentiment Watch: Calm before the storm of economic data and energy earnings releases.  In today's post please find the early read on oil inventories, the monthly U.S. production by state/region graphs with rigs, comments on the PES 1Q17 results (beat, 2Q17 guided in line to above Street), and some other odds and ends.  […]


17
Feb

T.G.I.F.

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. . Market Sentiment Watch: Expect a dull options expiry driven session. In today's post please find the natural gas inventory review (sub expectations withdrawal pushes another new 2017 low price test), comments on the PES quarter (miss on one time items but activity ramp is at hand and accelerating), a wrap up cheat sheet and […]

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