Archive for the 'hk' Category


08
Nov

Thursday Morning

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (bigger than expected crude and gasoline builds, re-benchmarking of Lower 48 production (as expected), bigger than expected distillate draw), the natural gas preview (modest deficit reduction today but rapid end to the injection season is at hand on colder than normal […]


18
Oct

Thursday Morning – HK

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. . Market Sentiment Watch: Markets remain volatile. In today's post please find the oil inventory review (mixed bag: 1) much bigger than expected crude build on a yoyo lower in exports, better than expected gasoline stock move and in line distillates: look for export rebound near term and improving (already record) throughput levels), the natural […]


21
Dec

Wednesday Morning – EPE

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (API after the close was across the board bullish … as weekly numbers go … those numbers would be welcome had they come from EIA), the natural gas inventory preview (record withdrawals around the corner), comments on a requested EPE cheat […]


10
Nov

Thursday Morning – CDEV, HK

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (imports retreated sharply after last week's "catch up" figure, refining capacity is coming back on as we crawl out of the second maintenance season of the year, EIA used the weekly Lower 48 production report as a true up to their […]


27
Sep

Tuesday Morning – RICE

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. . Market Sentiment Watch: In energy land, oil is trading slightly lower as hopes that OPEC members and large Non OPEC players meeting in Algeria might come to some sort of price stabilizing agreement begin to fade (further). The group remains in the sideways trade.  In today's post please find the early read on oil inventories, comments on […]

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