Archive for the 'CLB' Category


22
Oct

Thursday Morning – First Mini Earnings Avalanche of the Season

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. . Market Sentiment Watch: The renewables space took a drubbing yesterday with solar in the lead on the declines. The run has been strong and some profit taking along the way is to be expected. We had previously taken some profits but not a lot our our sense is this is more speed bump […]


23
Apr

Thursday Morning BCEI, CLB

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. . Market Sentiment Watch: Oil:  Not all negative yesterday (monster builds to be sure but not for gasoline) and we are seeing or hearing about curtailment announcements almost daily now and expect this to accelerate as storage tightens.  Cushing is weeks away from tank tops while the U.S. is at 60% of capacity (through […]


30
Jan

Thursday Morning – CLB, VLO, PLUG

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. . Market Sentiment Watch: Cautious markets as the infected and death tolls in China mount, airlines suspend flights, and production across a variety of industries is impact.  OPEC increasingly likely to push forward meetings planned for March.   In today’s post please find the oil inventory review (mixed bag), the natural gas preview (biggest […]


25
Jul

Thursday Morning – OII and Others

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. . Market Sentiment Watch: Energy earnings season starting to heat up. In today’s post please find the oil inventory review (slightly positive side of neutral report, crude improved to both year ago and five year average levels but this was a Barry impact skewed report and production which drove the monster crude draw will […]


25
Apr

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Market eyes are on 3M.  Our eyes are on energy earnings (refiners, oil service, big cap gassy and more in focus today before things get busier tomorrow and especially next week). In today's post please find the oil inventory review (bigger than expected crude build but it's a low quality miss […]

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