Archive for the 'OII' Category


25
Feb

Thursday Morning – OII

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. . Market Sentiment Watch:  Busy end to the week ahead. Please note that some of our comments on reporting names may be more brief than usual due to a congested calendar and some names who report pre market.  If something isn’t clear please ask about it in the comments section.   In today’s post please […]


19
Jan

Tuesday Morning – OII

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. . Market Sentiment Watch: Market eyes on D.C., coming executive orders.  Covid numbers may be starting to improve. In today’s post please find: The Week That Was, The Four Things, OII, and some other odds and ends. In case you missed The Wrap please click here.   Ecodata Watch: EIA Drilling Productivity Report. The […]


29
Oct

Thursday Morning – Mini Earnings Avalanche + Vestas

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. . Market Sentiment Watch: Market and energy eyes on Covid and lockdowns (France and German announced new ones yesterday). In today’s post please find: the oil inventory review (mixed bag – the crude build was smaller than year ago, refiner through didn’t drop as some feared, exports jumped, and distillate stocks continued rapidly back […]


27
Aug

Thursday Morning – OII

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. . Market Sentiment Watch: Laura – came ashore as a Cat 4 just after midnight near Lake Charles. Baytown, Port Arthur, Beaumont appear to have dodged the worst of it meaning a majority of the U.S. Gulf Coast refining complex should be OK (don’t know about restart timing yet – should hear today or […]


30
Jul

Thursday Morning – AR, CXO, OII, VLO, COP

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. . Market Sentiment Watch: Harvard says 34 states should not travel; market appears to be concerned about rising Covid numbers.  Market is concerned about coming July nonfarm payrolls at the end of next week. More late stage vaccine trials are getting underway. Valero highlighted rising refined product demand. In today’s post please find: the […]

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