Archive for the 'SND' Category


Thursday Morning

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. . Market Sentiment Watch: IEA takes a more bullish tone. See Commodities Watch section below for the laundry list of highlights.   In today's post please find: 1) the oil inventory review (double expectations crude build despite much higher than expected refiner throughput and a dip in imports, and much much larger than expected product draws […]


Tuesday Morning – More Sand

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. . Market Sentiment Watch: Goldman energy conference likely to produce headlines. In today's post please find the early read on oil inventories (Street looking for another crude pull and sizable product builds – see our note of caution in Monday's post), the early read on natural gas inventories (consensus looking for a record withdrawal […]

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