Archive for the 'CRC' Category


20
Nov

Wednesday Morning – Inventory Preview, JKS

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. . Market Sentiment Watch: Increased concern over the if/when/how of a China/US phase 1 trade deal with comments now leaning towards an effort by China to expand the scope of Phase I and threats by the US of higher tariffs if a deal can’t be reached.  In today’s post please find the oil inventory […]


02
Aug

Friday Morning – Earnings Avalanche Continues

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. . Market Sentiment Watch: Ridiculous.  Sentiment in the space at new 2019 low after tweet driven oil slump. We see that as overdone and technical. In today’s post please find the the natural gas review (bigger than expected by Street or Z4, comments on the EOG quarter (in line, may get hit early but […]


23
Jul

Tuesday Morning – BCEI and more

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. . Market Sentiment Watch: Getting a little busier.  In today’s post please find the early read on oil inventories (one more week of Barry impacted numbers), the very early read on natural gas inventories, comments on the OPTT quarter, comments on BCEI, comments on REI, comments on CRC, and some other odds and ends. […]


03
May

T.G.I.F.

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. . Market Sentiment Watch: Ecodata in focus. In today's post please find the the natural gas review (bigger than expected injection (though not vs our implied level from Friday's and Monday's post; flow data suggests a smaller injection next Thursday), comments on the EOG quarter (beat and maintain), comments on the CRC quarter (beat and spoke to […]


28
Feb

Thursday Morning – CRC, TPIC

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (better than expected for oil and gasoline, overall report positive as weeklies go), the natural gas preview (bigger than normal, trough expectations likely to move lower again next week, setting up an increasingly good starting point, especially in light of gassy […]

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