Archive for the 'MR' Category


22
May

Wednesday Morning – MR

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (after the close API reported a modestly bearish update as weeklies go … we expect this week's EIA report to be distorted by Gulf Coast related noise), the natural gas inventory preview (one of the last big injections of 2019), comments […]


08
May

Wednesday Morning – And More Earnings

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. . Market Sentiment Watch: China in focus.  In energy land inventories and Iran in focus.  Another busy day in earnings calls for us. In today's post please find comments on another set of upstream reports and reports from two wind names, the oil inventory preview, the natural gas inventory preview (injections set to roll lower […]


13
Mar

Wednesday Morning – MR, Gassy Players Update

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. . Market Sentiment Watch: Markets should be eying trade talks (lack of progress with EU, unknown real progress with China) and Brexit. In today's post please find the oil inventory preview (directionally normal report expected for EIA; API was more bullish), the natural gas preview (potentially the last of the big withdrawals of the season, […]


07
Mar

Thursday Morning – MR

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. . Market Sentiment Watch: Energy weakened yesterday as Chevron and Exxon upgraded their Permian growth forecasts. Oil didn't really come off on the news and didn't really sink on the bigger than expected headline number. Group think was at play in upstream and in service (despite higher activity levels in the Permian being a […]


01
Mar

Friday Morning – JAG, TPIC, ECR, SWN

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. . Market Sentiment Watch:  In today's post please find the the natural gas review, the monthly by state / region oil graphs with rig counts, comments on the JAG quarter (guidance should allay some spending fears), comments on the SWN quarter (in line, reiterated guidance), comments on the TPIC quarter, ECR becomes MR, and some other […]

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