Archive for the 'oas' Category


26
Feb

Wednesday Morning

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. . 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 […]


29
Nov

Thursday – Friday Morning – Happy Thanksgiving

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. . 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 […]


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 […]


17
Sep

Tuesday Morning

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. . 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 […]


07
Aug

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Tariff war fears weighing on energy sentiment more than anything at this time (for commodities (worry over demand) and equities(dislocated from commodities already)). In today’s post please find the oil inventory preview (consensus looking for more crude draws, Cushing coming down and API reflected in line draws on both oil […]

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