Archive for the 'PE' Category


15
May

Wednesday Morning – PE

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. . Market Sentiment Watch: Nervous market conditions persist. In today's post please find the oil inventory preview (consensus expects a benign report out of EIA; API was bearish and this wasn't much of a surprise given issues along the Gulf Coast last week), the early read on natural gas inventories, comments and a cheat sheet on […]


02
May

Thursday Morning – Earnings Avalanche Part 2

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. . Market Sentiment Watch: Big economic data the next two days with energy eying U.S. inventories, the end of waivers (maybe, maybe not for some), Venezuela, Libya, and the Saudi move to change the bar for measuring a balanced market.  In today's post please find the oil inventory review (negative as weeklies go, see Oil […]


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 […]

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