Archive for the 'SRCI' Category


16
Nov

Thursday Morning – Oil Inventory Review, Wattenbergs

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (bearish side of neutral … 1) record refiner throughput pointing to an almost absolute lack of a fall maintenance season so far (and we would normally be rising out of it now) met a bounce in imports and another report of […]


09
Nov

Thursday Morning – Oil Review Plus Gas Preview Plus JAG, ECR

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (noisy report as EIA showed a massive drop in exports and a large adjustment factor … putting that aside, refiner throughput was at record high levels for time of year, gasoline demand was a record for the week, distillate demand was […]


02
Nov

Thursday Morning – Earnings Mini Avalanche

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. . Market Sentiment Watch: Sentiment on the brink of improving.  In today's post please find the oil inventory review (mixed bag, better on oil and much better on gasoline – see review for details), the natural gas preview (still expecting a slightly larger injection this week than last but relatively moot now as we […]


26
Oct

Thursday Morning – WLL, SRCI

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. . Market Sentiment Watch: Group seeking traction. In today's post please find the oil inventory review (record refiner throughput for time of year, 2nd highest oil exports on record, but bounce in net imports yields unexpected but small crude build meanwhile for productions both gasoline and distillates saw strong demand (especially export demand) and posted […]

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