Archive for the 'LBRT' Category


11
Feb

Tuesday Morning – LBRT, BWEN

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. . Market Sentiment Watch: Energy eyes on the big 3 monthlies starting today with the STEO. In today’s post please find the early read on oil inventories (expectations are better than the five year average moves for this week of the year), the very early read on natural gas inventories (super low withdrawal due […]


06
Feb

Thursday Morning – LBRT, VWDRY

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. . Market Sentiment Watch:  Energy eyes on OPEC recommendation. In today’s post please find the oil inventory review (better than expected as weeklies go, with oil, gasoline, and distillates all improving to their 5 year average and EIA making the odd choice(for them) to reduce reported L48 oil production … this likely is a […]


11
Dec

Wednesday Morning – OPEC, LBRT

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. . Market Sentiment Watch:  In today’s post please find the oil inventory preview (API was fairly bearish looking as weekly numbers go), some interesting graphs on the EIA STEO data released yesterday (EIA is back to reducing the forecast again), the natural gas inventory preview, the OPEC Monthly review (basically no change from last […]


30
Oct

Wednesday Morning – Earnings Mini Avalanche

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. . Market Sentiment Watch: Busy day and will get busier from here. . In today’s post please find the oil inventory preview (expecting positive looking numbers relative to consensus for crude and time of year; API was messy, literally, see below), the natural gas inventory preview (only a few injecting weeks left in the […]


27
Aug

Tuesday Morning – LBRT

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. . Market Sentiment Watch:  In today’s post please find the early reads on oil inventories and natural gas storage, comments and a cheat sheet update for LBRT, comments on PE’s move to add a dividend and thoughts on their 3Q guidance comments, and some other odds and ends.  Ecodata Watch: We get Case-Shiller at […]

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