Archive for the 'LPI' Category


06
Nov

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Yet another pile of earnings reports; more of a mixed today. In today’s post please find the oil inventory preview, the natural gas inventory preview, comments on the LPI quarter (strong numbers on pre-announced volume beat, interesting acquisition), comments on the PE quarter (good quarter, Street missed, good guidance all […]


16
Oct

Wednesday Morning – LPI, 3Q19 Calendar

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. . Market Sentiment Watch:  In today’s post please find the oil inventory preview (we get inventories tomorrow not today due to the holiday), the natural gas inventory preview, updated comments and a cheat sheet with a 2020 model revisit for LPI after they pre announced better than expected results, and some other odds and […]


10
Oct

Thursday Morning – LPI

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. . Market Sentiment Watch: China trade talks bore no fruit, China representatives rumored to be leaving a day early. In today’s post please find the oil inventory review (mixed bag, bigger than expected oil build, bigger than expected product draws (see distillates now down 9% to 5 year average in front of winter – […]


01
Aug

Thursday Morning – Earnings Avalanche

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. . Market Sentiment Watch: In today’s post please find the oil inventory review (better than expected headline numbers, internals a little less bullish; expect better demand next few reports – notably oil stocks are now down on the year), the natural gas preview, and some other odds and ends.  Due to the number of […]


25
Jun

Tuesday Morning – Gassy Players Update, LPI

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. . Market Sentiment Watch: Economic speakers today could saw markets (Bostic, Powell, Bullard). Energy land needs to see more data from EIA.  In today's post please find an expanded Gassy Players Update, comments and a requested cheat sheet for Permian gassy player LPI (down 64% since we passed on it last Fall), and some other […]

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