Archive for the 'BCEI' Category


25
Nov

Monday Morning – BCEI

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. . Market Sentiment Watch: No Phase II yet (we see this as a nonsense statement given that Phase I appears to be shaky but it’s the news of last night). In today’s post please find The Week That Was, the 5 Things, comments and a cheat sheet update for BCEI, another day, another harsh […]


07
Nov

Thursday Morning – Wind

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. . Market Sentiment Watch:  In today’s post please find the oil inventory review (crude headline build got most of the attention yesterday but we noted a 5th week at the same level for L48 oil production – STEO next week to see retreat?, and those export figures were oddball, expect a sharp bounce there […]


24
Oct

Thursday Morning – BCEI, RRC, MR

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. . Market Sentiment Watch: Market eyes another China olive branch. In today’s post please find the oil inventory review (better than expected headline numbers; also record gasoline demand for week of year, 2nd highest oil exports, record low net oil imports), the natural gas preview (Street looking for a better (lower) build than we […]


23
Aug

Friday Morning – Powell, G7, China

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. . Market Sentiment Watch: Jerome Powell watch; G7 watch (ahead of the G7 meeting China announced retaliatory tariffs on $75 B of U.S. products including U.S. autos … I think they need to update the G7 membership list). In today’s post please find the the natural gas review (in line number, expect a similar […]


08
Aug

Thursday Morning – TPIC, BCEI

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. . Market Sentiment Watch: China on market’s mind. In today’s post please find the oil inventory review (negative ), the natural gas preview (bigger than normal build expected), comments on the BCEI quarter (pre announced volume beat, now raising guidance with low end of range in line with current Street for 2019; estimates to […]

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