Archive for March, 2016


Thursday Morning – RICE

. . Market Sentiment Watch: Quiet in energyland as dearth of news continues as expected. Tonight we get additional monthly data out of EIA so look for oil and natural gas macro slide show updates tomorrow.  In today's post please find the oil inventory review (lower imports, record high for time of year refiner throughputs, and […]


Wednesday Morning – AR

. . Market Sentiment Watch: Broad market likely less focused on nonfarm payrolls on Friday now after Fed Chair Yellen's comments yesterday. All energy eyes will be on import levels, throughput, and U.S. oil production levels today after last week's big imports jump and last night's modestly positive report from API. Energy markets likely to refocus on the Doha […]


Tuesday Morning – VNOM

. . Market Sentiment Watch: Energy eyes should be squarely focused on imports and production levels in tomorrow's numbers. Until then we likely drift about in post short covering mode. Broad market eyes should be focused on Friday's data.  In today's post please find comments on gas fired generation, comments and an updated cheat sheet on […]


Monday Morning

. . Market Sentiment Watch: It's good to be back. Thanks again very much to everyone who kept the site color-filled during our absence. In energyland, this should be a fairly slow week with data flow picking up next week in front of the 1Q16 reporting season which now is only 3 weeks away.The broad market will again […]


Wrap – Week Ended 3/25/16

. . Thanks to RB and company for keeping the color flowing while we were on break. Comments under the Wrap will be addressed in the Monday post.  .

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