Archive for the 'AR' Category


12
Jan

Tuesday Morning – AR

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. . Market Sentiment Watch: Market eyes sort-of-maybe on D.C. machinations (can’t really tell the market cares much), Covid cases remain high leading to extended re-lockdowns in Europe, Asia.  In the U.S. vaccinations are accelerating and the vaccinated count is near 9 mm.  Energy eyes on EIA STEO today (and we would not be surprised […]


13
Nov

T.G.I.F.

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. . Market Sentiment Watch: Covid and re-lockdowns should probably be on the market’s mind.  In today’s post please find: the oil inventory review (oddball report on balancing swing), the natural gas preview (small pull expected), comments on BWEN, comments on AR, and some other odds and ends. Ecodata Watch: We get PPI at 8:30 am […]


29
Oct

Thursday Morning – Mini Earnings Avalanche + Vestas

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. . Market Sentiment Watch: Market and energy eyes on Covid and lockdowns (France and German announced new ones yesterday). In today’s post please find: the oil inventory review (mixed bag – the crude build was smaller than year ago, refiner through didn’t drop as some feared, exports jumped, and distillate stocks continued rapidly back […]


25
Aug

Tuesday Morning

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. . Market Sentiment Watch: Eyes on Laura – potentially a Cat 3 storm at landfall at the TX/LA state line. Majority of Gulf of Mexico production off line through Friday.  EIA interactive map here. Market eyes on increased Covid cases in Asia, some increases in Europe, falling cases in U.S.  Oxford says it plans […]


30
Jul

Thursday Morning – AR, CXO, OII, VLO, COP

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. . Market Sentiment Watch: Harvard says 34 states should not travel; market appears to be concerned about rising Covid numbers.  Market is concerned about coming July nonfarm payrolls at the end of next week. More late stage vaccine trials are getting underway. Valero highlighted rising refined product demand. In today’s post please find: the […]

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