. . Market Sentiment Watch: Inventory data in the States continue to move in the right direction. In today's post please find an expanded version of So Far This Quarter, the oil and natural gas inventory previews, comments on a number of additional 2Q17 reports, and some other odds and ends. Ecodata Watch: We get Productivity at 8:30 am…
Category: rexx
Wednesday Morning – XOG, REXX
. . Market Sentiment Watch: Nervous group conditions persist. In today's post please find the oil and natural gas inventory previews (after the close API released a mostly bullish set of data as weekly numbers go), comments on the STEO, quarterly comments for XOG (beat and reaffirm with a much higher than quarter and much oilier than quarter…
Monday Morning
. . Market Sentiment Watch: Slower week on the economic and political front (aside from France over the weekend) but a return to energy news from OPEC, IEA, and for the EIA's STEO. In today's post please find The Week That Was, the energy earnings calendar week 4 edition (another very busy week to wrap up…
Thursday Morning – Earnings Avalanche
. . Market Sentiment Watch: Nervous group conditions persist. In today's post please find the oil inventory review (mixed bag highlighted by a smaller than expected crude draw on flattish net imports and a larger SPR release balanced by a smaller than expected gasoline build and an unexpected distillate draw down on resurgent demand which was…
Monday Morning – HAL
. . Market Sentiment Watch: Nervous market and group conditions persist. In today's post please find The Week That Was, the Energy Earnings Calendar Week 2 (relative calm before the storm of earnings next week) and week 3 (preliminary but definitely a heave week as it now stands), comments on the HAL quarter (solid, penny beat),…