Archive for January, 2019


Thursday Morning – CLB, VLO, COP, Oil Inventory Review, Natural Gas Preview

. . Market Sentiment Watch: Getting busier. In today's post please find the oil inventory review (positive report as weeklies go with a smaller than expected crude build (low quality beat as it was highly imports driven) and unexpected gasoline draw down on record for time of year demand), the natural gas preview (bigger than average […]


Wednesday Morning

. . Market Sentiment Watch: Most eyes on Fed commentary today (no rate change is expected). In today's post please find the oil inventory preview (API was benign overnight but EIA should see a pickup in gasoline demand and further slippage in throughput, also likely see better net imports), the early read on natural gas inventories […]


Tuesday Morning

. . Market Sentiment Watch: China on oil's mind despite evidence that demand remains robust and supply is trickling lower. In today's post please find an updated cheat sheet for ECR, the early reads on oil and natural gas inventory reports for this week, and some other odds and ends.  Ecodata Watch: We get Advance […]


Monday Morning

. . Market Sentiment Watch: Market concerned this morning with what looks like strong potential for another shutdown mid February and with the lack of apparent progress in the talks with China. Busy week on the economic data front and much busier on the energy earnings front as well (though not from our owned names […]


Wrap – Week Ended 1/25/19

. . Questions and comments under The Wrap will be addressed in the Monday post.  . The Blotter is updated.  .

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