Archive for the 'MTDR' Category


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 […]


01
Nov

Thursday Morning – MTDR, ECR and More

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (positive report (as weeklies go), the natural gas preview (still expecting a smaller than usual sized build today and therefore another expansion of the storage deficit which is already setting at decade plus lows), comments on forgotten little ECR's quarter (beat […]


13
Sep

Thursday Morning

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. . Market Sentiment Watch: In today's post please find the oil inventory review (positive side of neutral report with record for week of year throughput and gasoline demand – see details in the oil inventory review section below), comments on the IEA monthly report, the natural gas preview (expect further growth in the YoY and […]

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