Archive for the 'RICE' Category


Wednesday Morning – REXX

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. . Market Sentiment Watch: In energyland the post quarter (mostly there) sideways trade/ebb continues as commodity markets want to see more weekly and monthly data. We're sitting on hands at the moment as we watch inexpensive names become more inexpensive. In today's post please find comments on EIA's latest version of the STEO, comments […]


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 […]


Wednesday Morning – EPE

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (API after the close was across the board bullish … as weekly numbers go … those numbers would be welcome had they come from EIA), the natural gas inventory preview (record withdrawals around the corner), comments on a requested EPE cheat […]


Tuesday Morning – RICE, XOG

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. . Market Sentiment Watch: Economic quiet before storm. In energyland, buy the rumor, sell the news led to profit taking yesterday. We see this as noise. We expect to see a string of price target increases into year end as the sellside begins to lift their 2017 oil decks again (currently at $53). In today's […]


Thursday Morning – Earnings Tsunami

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. . Market Sentiment Watch: Energyland probably a bit over done to the downside as are both oil and natural gas. In today's post please find the oil inventory slide show, the natural gas storage inventory preview, comments on nine names that we either own or are interested in otherwise that reported last night and this morning.  Please note […]

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