Archive for the 'MTDR' Category


17
May

Friday Morning

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. . Market Sentiment Watch: Trade worries in focus, still.  In today's post please find the the natural gas review (in line with Street expectations injection; next week look for a smaller injection as LNG exports hit  new highs this week), the state and region U.S. oil production charts with rig counts, comments and an updated […]


02
May

Thursday Morning – Earnings Avalanche Part 2

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. . Market Sentiment Watch: Big economic data the next two days with energy eying U.S. inventories, the end of waivers (maybe, maybe not for some), Venezuela, Libya, and the Saudi move to change the bar for measuring a balanced market.  In today's post please find the oil inventory review (negative as weeklies go, see Oil […]


27
Feb

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Busy, busy day. In today's post please find the oil inventory preview, the early read on natural gas storage, and comments on seven names that reported overnight along with a number of other odds and ends. Our comments on some names today may be briefer than normal given the high call volume of the […]


31
Jan

Thursday Morning – CLB, VLO, COP, Oil Inventory Review, Natural Gas Preview

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. . Market Sentiment Watch: Getting busier. In today's post please find the oil inventory review (positive report as weeklies go with a smaller than expected crude build (low quality beat as it was highly imports driven) and unexpected gasoline draw down on record for time of year demand), the natural gas preview (bigger than average […]


21
Nov

Wednesday Morning – Dualing Inventory Reports

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. . Market Sentiment Watch: Volatile markets action should die off today into the lunch time hour. In today's post please find the oil inventory preview, the natural gas inventory preview, an updated cheat sheet and comments for MTDR, and some other odds and ends.   If we don't speak to you in comments today have a safe and […]

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