Archive for the 'SM' Category


19
Jul

Thursday Morning – SWN

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (positive side of neutral with headline unexpected crude build again largely a function of an unlikely to be sustained imports ramp and exports slump while products improved on record for time of year demand … see slide show below for details, […]


25
Jun

Monday Morning

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. . Market Sentiment Watch: Expecting a fairly quiet week as we wrap up the quarter. By mid July we expect to start seeing upstream 2Q18 pre-announcements. In today's post please find comments on OPEC+ from the weekend, The Week That Was, comments on SM, subscriber mailbag, and some other odds and ends.  Ecodata Watch: We get […]


13
Sep

Wednesday Morning – SM, STEO, Oil and Natural Gas Previews

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. . Market Sentiment Watch: Group attempting traction. In today's post please find comments on the EIA's STEO (as expected, downward revisions – see Commodity Watch section), the oil inventory preview (we see a bigger crude build than the Street does and larger than last week product draws as well), the early read on natural gas inventories, […]


31
Dec

Thursday Morning – New Year’s Eve

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. . Market Sentiment Watch: Goodbye 2015. To be clear we do not expect a snap back rally despite oversold / guilt-by-association conditions in the group with the turn of the calendar. It's possible but their is still the looming hump of early 2016 refinery maintenance season to get through in February and March before […]


29
Oct

Wednesday Morning – NFX

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. . Market Sentiment Watch: Nervous market conditions persist. Energy land trying to find traction as oil does. As our owned names and names of interest report we will continue to keep our eyes on the ball, listening to the usual 50+ calls for the quarter and make note of outlying comments.  From SYRG we […]

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