Archive for the 'VLO' Category


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 […]


27
Jul

Thursday Morning – Oil Review, Natural Gas Preview + Earnings

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (record for week of year refiner throughput, gasoline and distillate demand helped drive better than expected draws on crude and distillates with crude stocks crossing below year ago levels for the first time since November 2014), the natural gas preview (consensus […]


25
Apr

Tuesday Morning – RRC

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. . Market Sentiment Watch: In Energyland the focus is a bit more split towards earnings with a focus on capital and operating costs than it has been of late though the weekly inventory reports are swinging the group with undue weight at the moment. Inventories are progressing largely as expected. In today's post please find […]


26
Jul

Tuesday Morning – SRAQ/CDEV, VNOM

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. . Market Sentiment Watch: Economic data picks up today and into the rest of the week.  Fed meets today and tomorrow but that should be a non event. In energy land, earnings announcements begin to pick up again today and accelerate Wednesday before the real tsunami of earnings hit by mid next week in […]

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