Archive for the 'RSPP' Category


18
Jul

Wednesday Morning – COG

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (another week, another expected draw), the natural gas preview (as expected, consensus is forming up close to last week's report (maybe a bit high)), an updated catalyst list table and cheat sheet for COG, and some other odds and ends.  Please see […]


18
May

Friday Morning

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. . Market Sentiment Watch: Lighter day on the economic data front.  Positive energy sentiment continues to broaden / ZLT moving back to the 2016 highs. In today's post please find the natural gas inventory review (in line, next week's build appears to be smaller), a number of post quarter cheat sheet updates with post quarter updates […]


03
May

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Moving through the 1Q18 reporting season with another strong set of numbers today (more variability today vs yesterday though which were on the whole quite strong). Sentiment remains strong and the bigger Permians are brushing aside the Mid-Cush blowout with a thing called planning.  In today's post please find the oil […]


29
Mar

Thursday Morning

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. . Market Sentiment Watch: Markets remain unsettled. In today's post please find the oil inventory review (headline numbers positive in aggregate, crude stocks normally build this time of year and the deficit to the five year average increased despite an unexpected smallish build, combined products drew more than expected, net imports remain tame (exports are […]


28
Mar

Wednesday Morning – RSPP Gets Acquired

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. . Market Sentiment Watch: Unsettled market conditions persist. Increase talk of a Dow bear market. In today's post please find the oil inventory preview, the natural gas inventory preview (looking for a big number this week by historical standards … the idea of a premature end to the withdrawal season is now a distant memory), […]

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