Archive for June, 2016


Friday Morning – Brexit Happens

. . Market Sentiment Watch: Britain votes to leave the EU. David Cameron to step down in October leaving the job of negotiating Britain's exit to the next PM. Scotland voted to stay and is now likely to seek independence again. Central banks around the world talk of engaging contingency plans. Uncertainty to abound near term along […]


Thursday Morning – Brexit Eve

. . Market Sentiment Watch: Brexit vote should be in sometime overnight. In today's post please find the oil inventory review (a) pop up in imports that partially offset strong refiner demand and another sizable drop in domestic production, b) record gasoline demand, c) best distillate demand since 2008 for this week of the year, and […]


Wednesday Morning

. . Market Sentiment Watch: The doldrums of summer continue and the markets continue to hold their breath in front of tomorrow's Brexit vote. Overnight energy futures trended modestly higher on the back of last night's strong API report. In today's post please find comments and a pro forma cheat sheet on REXX, comments on another […]


Tuesday Morning

. . Market Sentiment Watch: Brexit fears/hopes will cause volatility through the Thursday session.  In today's post please find quick cheat sheet updates for AR and GPOR as we prepare to update both our Gassy Players Tables (we'll be adding one more name to the tables with this iteration) and as we drop a new version […]


Monday Morning

. . Market Sentiment Watch: All eyes on Brexit vote this Thursday. Polls over the weekend tilted towards Britain sticking with the EU and futures were up sharply in the early evening hours yesterday and remain elevated this morning. In energyland, news flow should remain slow as we approach quarter end and then we'll begin to see mini […]

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