Archive for the 'AR' Category


13
Feb

Thursday Morning – LPI, AR, BE

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. . Market Sentiment Watch: Coronavirus back in focus after a change in diagnosis methodology drove a big increase in cases overnight. In today’s post please find: the oil inventory review (negative as weeklies go give the much bigger than expected crude build but it’s a low quality miss there as it was just a […]


09
Dec

Monday Morning

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. . Market Sentiment Watch: Another busy week for energy news with all three big reporting agencies out with monthlies this week in the wake of the OPEC meetings. Oil is giving back some of Friday’s gains on weaker than expected China exports today (and apparently ignoring all time record China oil imports data out […]


30
Oct

Wednesday Morning – Earnings Mini Avalanche

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. . Market Sentiment Watch: Busy day and will get busier from here. . In today’s post please find the oil inventory preview (expecting positive looking numbers relative to consensus for crude and time of year; API was messy, literally, see below), the natural gas inventory preview (only a few injecting weeks left in the […]


01
Aug

Thursday Morning – Earnings Avalanche

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. . Market Sentiment Watch: In today’s post please find the oil inventory review (better than expected headline numbers, internals a little less bullish; expect better demand next few reports – notably oil stocks are now down on the year), the natural gas preview, and some other odds and ends.  Due to the number of […]


02
May

Thursday Morning – Earnings Avalanche Part 2

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. . Market Sentiment Watch: Big economic data the next two days with energy eying U.S. inventories, the end of waivers (maybe, maybe not for some), Venezuela, Libya, and the Saudi move to change the bar for measuring a balanced market.  In today's post please find the oil inventory review (negative as weeklies go, see Oil […]

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