Archive for the 'PES' Category


31
Oct

Thursday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Fed cut as expected, back to China focus now which is said to have cast doubt on a comprehensive deal with the U.S. overnight. In energy land another busy earnings day.  In today’s post please find the oil inventory review (low quality miss on crude due to reversal off decades […]


31
Jul

Wednesday Morning – Earnings Heating Up

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. . Market Sentiment Watch: Fed day. In today’s post please find the oil inventory preview (API posted a bullish set of numbers yesterday), the natural gas inventory early read, this week’s earnings calendar, comments on the LBRT quarter (nice beat, strong outlook), comments on the PES quarter, comments on the VNOM quarter (beat, big […]


10
Jun

Monday Morning

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. . Market Sentiment Watch: Mexico tariffs called off. Markets should breath a quick sigh of relief before returning to China concerns. Big week on the energy macro front as we get the EIA STEO, the IEA monthly (IEA's first look at 2020 supply and demand in the Monthly), and the OPEC Monthly (we have to […]


31
May

Friday Morning

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. . Market Sentiment Watch: Trade war fears on multiple fronts continue to worry markets and oil. Overnight China's PMI contracted and the Trump Administration threatened a 5% tariff on ALL imports to the U.S. from Mexico (far reaching impacts from cars to vegetables to we assume oil needed by U.S. refiners) with the potential for […]


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 […]

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