Archive for the 'WRD' Category


15
May

Tuesday Morning – So Far This Quarter Wrap

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. . Market Sentiment Watch: Energy sentiment continues to improve. In today's post please find the final version of 1Q18 So Far This Quarter (bullet point comments on 34 of the 40+ names we reviewed and/or we on the calls for this quarter), comments on MTDR, WRD, and some other odds and ends.  Ecodata Watch: We […]


10
May

Thursday Morning – Permian Bar & Scatter

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. . Market Sentiment Watch: Sentiment in the group continues to improve and is expanding into secondary names.. In today's post please find the oil inventory review (mixed bag with headline crude beat distorted by low low imports; gasoline and distillate demand remain strong and stocks remain price supportive), the natural gas preview (consensus rising towards  […]


08
Mar

Thursday Morning

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (crude stocks drawing even with 5 year average, EIA reverted to a larger boost to Lower 48 reported oil production, gasoline demand set a record for this week of the year as did refiner throughput), the natural gas preview, more Holdings Watch […]


12
Feb

Monday Morning

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. . Market Sentiment Watch: Not a huge week for economic data although more attention is likely to be paid to CPI this month than usual.  In today's post please find comments on the OPEC Monthly, The Week That Was, comments on WRD, and some other odds and ends. Ecodata Watch: We get the Federal Budget […]


10
Jan

Wednesday Morning – WRD

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. . Market Sentiment Watch: Group probably needs a pause after recent traction finding expedition. In today's post please find the oil inventory preview (same big crude draw, big product build pattern expected but we note a tone of caution should slip into that big crude draw thinking soon as refiners ease back on the throttle […]

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