Archive for the 'PE' Category


12
Mar

Tuesday Morning – Permians

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. . Market Sentiment Watch: CERAWeek – tidbits of information emerging including notes that while U.S. shale has seen strong investment other regions are more than neglected (HES noting the Gulf of Mexico is on life support). In today's post please find the oil inventory preview (directionally normal headline numbers expected (crude build, product draws), the […]


22
Feb

Friday Morning – COG, PE

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. . Market Sentiment Watch:  In today's post please find the the natural gas review (bigger than expected withdrawal, trough forecast revised lower), the oil inventory review (positive side of neutral in our view, as weeklies go highlighted by a new record high for U.S. oil exports and product draws along with the expected negative […]


21
Dec

Friday Morning – PE

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. . Market Sentiment Watch: Busy day on the economic data front. Market could use some better than expected numbers. Sitting on hands.   In today's post please find the the natural gas review (bigger than expected withdrawal; as expected, preliminary data reflect a much much smaller withdrawal next week), an updated cheat sheet for PE, comments […]


20
Dec

Thursday Morning

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. . Market Sentiment Watch: Sitting on hands. Oil is increasingly ignoring a number of price supportive signs from OPEC+ commitment to reducing global oil stocks, to decelerating U.S. production (we've had two large U.S. shale companies guide activity lower in this week and more will follow), to rising risk in the Middle East, instead […]


20
Nov

Tuesday Morning – PE, JAG

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. . Market Sentiment Watch: All eyes on tech, home builders, retail sales and trade comments back and forth with China with ten days to go until G20 while Goldman says raise cash and slashes targets in multiple industries (notable hitting COG today, see below) while upping their rating on the defensive Utilities sector. In today's post […]

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