Archive for the 'REI' Category


27
Dec

Thursday Morning – REI

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. . Market Sentiment Watch: Holiday market conditions persist, high volatility, low liquidity plus no clear path to end the shutdown just yet and China is showing more signs of slowing exports with tariff talks still up in the air.  In today's post please find the oil inventory preview (the very early read consensus in the […]


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 […]


19
Dec

Wednesday Morning – FANG, REI

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. . Market Sentiment Watch: Fed in focus. Oil increasingly sloppy and overdone. Note the Saudi comments in the Commodity Watch section. In today's post please find the oil inventory preview, the natural gas inventory preview, price deck watch comments, comments on the FANG (guiding to free cash in 2019 with minimal hit to production), comments […]


07
Nov

Wednesday Morning – More Earnings Plus Prop 112

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. . Market Sentiment Watch: In energy land most eyes are focused on inventories as refiners climb back out of maintenance season and after oil fell for a rare 7 consecutive seasons going into the U.S. midterms.  In today's post please find comments on the FANG quarter, comments on the PXD quarter (beat; rising Permian only production […]


14
Sep

Friday Morning

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. . Market Sentiment Watch: Quiet tone in the energy groups.  In today's post please find the the natural gas review (in line storage build increases deficits both YoY and to the five year average; look for a modestly larger build next year), comments and an updated cheat sheet for REI, the Permian Players Group […]

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