Archive for April, 2021


Thursday Morning – Oil Inventory Review plus more early part of season earnings

. . In today’s post please find: the oil inventory review (fairly neutral as weeklies go, although easy comps allowed Crude, Gasoline and Distillates to all improve YoY and to the 5 year average), the natural gas preview (smaller this week with a smaller number next week as well), CLB 1Q21 comments, VLO 1Q21 comments […]


Wednesday Morning

. . In today’s post please find: the oil inventory preview (similar report to last week’s expected and note that again this report is up against very easy year ago comparisons), the natural gas inventory preview, HAL, 1Q21 earnings calendar, and some other odds and ends. Ecodata Watch: No economic data release scheduled. We get the […]


Tuesday Morning – NIO

. . In today’s post please find: the early read on oil inventories (benign looking report with an expectation of a crude draw and small product builds; note this is another week of easy comps relative to last year due to the rapid decline in demand we were seeing a year ago due to Covid-19), […]


Monday Morning

. . Market Sentiment Watch: Very light week on the economic and energy data fronts,  Oil and gas rallied later week on better commodity pricing (sentiment for oil space names improved like flipping a light switch as prices ticked across $60 for the May contract and 12 month strip). Renewable space names continue to be […]


Wrap – Week Ended 04/16/21

. . Holdings Watch:  No sales last week. We added to one grid name, one solar sector play, and one gassy player (yet again) last week. The Blotter is updated.  Questions/comments under The Wrap will be addressed in the morning post. Questions about the site can be sent to . .

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