Archive for the 'XOG' Category


10
Aug

Thursday Morning – OPEC, XOG, JAG

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. . Market Sentiment Watch: In today's post please find the oil inventory review (all time record refiner throughput, record demand for this week of the year for both gasoline and distillates, resulting in much bigger than expected draws on crude and distillate stocks but a build in gasoline due to a pop in gasoline […]


19
Jul

Wednesday Morning

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. . Market Sentiment Watch: In today's post please find the oil inventory preview (imports were at annual lows last week and may be more of a wild card this week but the SPR draw appears to be done), the natural gas preview (expecting an inline with last year and smaller than five year average injection […]


24
May

Wednesday Morning – OPEC Eve

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. . Market Sentiment Watch: OPEC coverage begins tomorrow early, schedule noted below. News flow in the group is as expected at a standstill in front of OPEC. In today's post please find the oil inventory review (API out overnight was solid), the natural gas inventory preview (injection set to be smaller than the 5 year […]


10
May

Wednesday Morning – XOG, REXX

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. . Market Sentiment Watch: Nervous group conditions persist. In today's post please find the oil and natural gas inventory previews (after the close API released a mostly bullish set of data as weekly numbers go), comments on the STEO, quarterly comments for XOG (beat and reaffirm with a much higher than quarter and much oilier than quarter […]


14
Mar

Tuesday Morning – Wattenbergs, OPEC

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. . Market Sentiment Watch: In energy land, both oil and the upstream group appear to be awaiting inventories prior to making the next leg in either direction. In today's post please find comments on the OPEC Monthly (call on OPEC increasing), updated cheat sheets for SYRG (now SRCI) and PDCE, comments on the XOG quarter (EBITDA […]

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