Archive for the 'oas' Category


Thursday Morning

. . In today’s post please find: the oil inventory review (negative on the surface, a little better underneath), the natural gas preview (consensus rose to meet us), requested comments on OAS, and some other odds and ends.¬† Ecodata¬†Watch: We get jobless claims at 8:30 am EST (F = 345,000, last read was 362,000), We […]


Wednesday Morning

. . Market Sentiment Watch: Sloppy market conditions. In today’s post please find the oil inventory preview (API was benign), the natural gas inventory preview, some gleanings from LNG’s call yesterday on LNG, comments on the OAS quarter (we don’t own it but this is a requested quarterly look), notes on MGY’s insider buying, and […]


Thursday – Friday Morning – Happy Thanksgiving

. . Market Sentiment Watch: China, China, China. We are on vacation today. In this short post please find the oil and natural gas inventory tables, a few key graphs (rig counts, imports, rigs vs production and some others and we may add a few during the morning), a comment on OAS, and a few […]


Wednesday Morning – Earnings Avalanche

. . 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 […]


Tuesday Morning

. . Market Sentiment Watch: Rally rally mode for Upstream and Service but it will be a volatile ride and when the momentum fades you’ll want to be long quality. Market eyes likely to turn to hopes for China talks set to resume on Thursday, In today’s post please find the early read on oil […]

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