Archive for the 'wll' Category


04
Apr

Wednesday Morning – OAS and WLL

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. . Market Sentiment Watch: Unsettled market conditions persist as China retaliates less than a day after White House economic aide claims they would not. Sheesh. This is a busy week on the economic data front continuing today with more jobs and orders data but the payrolls data, due out Friday, is likely to continue to take […]


22
Feb

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Busy day. In today's post please find the oil and natural gas inventory previews, comments on the PE quarter (beat on pre-announced volumes and good costs, reiteration of guidance), comments on the MTDR quarter (beat on record on volumes, 2018's guidance straddles current Street expectations), brief comments on a number of names […]


30
Nov

OPEC Thursday

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. . Market Sentiment Watch: All eyes on OPEC. In today's post please find the oil inventory review (mixed bag report, bearish side of neutral on product inventory builds but demand hits that caused them should be extremely transitory), the natural gas preview (smaller sequential and smaller YoY report expected), comments on WLL, the Bakken multiples table, and […]


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 […]

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