Archive for the 'RRC' Category


31
Jul

Tuesday Morning – PES, RRC

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. . Market Sentiment Watch: Plethora of broad market moving data today. In today's post please find the early read on oil inventories, comments on the PES quarter (in line top line, messy quarter miss on items, soft guidance), comments on the RRC quarter (solid results; good price guidance), and some other odds and ends.  Ecodata Watch: […]


28
Jun

Thursday Morning – RRC

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (monster 9.9 mm barrel crude draw, record throughput, record oil and distillate exports), the natural gas preview (expectations are roughly in line with our thoughts and the five year average for the week), an updated cheat sheet for those interested in […]


26
Apr

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Energy news flow getting busier. In today's post please find the oil inventory review (weak headline numbers, strong internals including all time record oil and distillate exports – see the Oil Inventory Review section below), the natural gas preview (consensus for today's withdrawal continues to grow), comments on a number of names […]


25
Jan

Thursday Morning – RRC, LPI, Oil Review, Natural Gas Preview

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. . Market Sentiment Watch: In today's post please find the oil inventory review (continued YoY and 5 year average crude stocks improvement (at Cushing, stocks are down a whopping 40% YoY and down 25% to the five year average), with a bigger gasoline build on seasonal/reporting issues for demand), the natural gas preview (consensus calling for […]


14
Dec

Thursday Morning – RRC

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. . Stuff That Stocking Watch: Gifts big or small, some with rewards.  Contact zman@zmansenergybrain.com for details.  . Market Sentiment Watch:  In today's post please find the oil inventory review (bigger than expected crude draw despite higher but still bottom of range net imports (stocks at Cushing now 22% below year ago levels), bigger than expected gasoline build and an […]

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