Archive for the 'LPI' Category


06
Nov

Tuesday Morning – Wattenberg Players, and More

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. . Market Sentiment Watch: Election Day. In energy land, more eyes appear to be focusing on natural gas. In today's post please find comments on the OAS quarter (solid, guidance tweaks to late 2018 should not impact 2019; balance sheet continues to improve), an updated Wattenberg Players table (just in time for today's key vote […]


20
Sep

Thursday Morning

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. . Market Sentiment Watch: Certain energy groups finding traction on firm oil, better differentials in the Permian, and less fear surrounding service activity levels. In today's post please find the oil inventory review (record throughput for time of year, record low net imports for time of year, strong product demand), the natural gas preview (no […]


03
May

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Moving through the 1Q18 reporting season with another strong set of numbers today (more variability today vs yesterday though which were on the whole quite strong). Sentiment remains strong and the bigger Permians are brushing aside the Mid-Cush blowout with a thing called planning.  In today's post please find the oil […]


15
Mar

Thursday Morning

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. . Market Sentiment Watch: IEA takes a more bullish tone. See Commodities Watch section below for the laundry list of highlights.   In today's post please find: 1) the oil inventory review (double expectations crude build despite much higher than expected refiner throughput and a dip in imports, and much much larger than expected product draws […]


15
Feb

Thursday Morning – LPI

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. . Market Sentiment Watch: In today's post please find the oil inventory review (a modestly better than expected report in our view on the back of subdued crude builds during a time that normally sees large ones – thanks to low net imports and elevated for time of year refining that are more than […]

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