Archive for the 'SM' Category


09
Oct

Wednesday Morning – SM

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. . Market Sentiment Watch: China offering to buy more agricultural products and talks about accepting partial trade deal as their trade representatives prepare to get to work again tomorrow in the U.S.  In today’s post please find the oil inventory preview (API was a widely varied mixed bag), comments on the EIA STEO (forecast […]


21
Feb

Thursday Morning – WPX and more

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. . Market Sentiment Watch: Market can focus on the EU and China as Fed becomes more patient and less of a concern.  In today's post please find the natural gas inventory preview (Street looking for a bigger number than we are), the oil inventory preview (API pointed to products dropping, especially gasoline, a trend we […]


23
Jan

Wednesday Morning

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. . Market Sentiment Watch: China and shutdown thoughts are back to weighing on the market's outlook.  Energyland should be more quiet this week (inventories are tomorrow, not today) and we do need to start seeing improvement in products stocks soon (for gasoline that's blending and lower throughput, for distillates that's lower throughput and better […]


19
Jul

Thursday Morning – SWN

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (positive side of neutral with headline unexpected crude build again largely a function of an unlikely to be sustained imports ramp and exports slump while products improved on record for time of year demand … see slide show below for details, […]


25
Jun

Monday Morning

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. . Market Sentiment Watch: Expecting a fairly quiet week as we wrap up the quarter. By mid July we expect to start seeing upstream 2Q18 pre-announcements. In today's post please find comments on OPEC+ from the weekend, The Week That Was, comments on SM, subscriber mailbag, and some other odds and ends.  Ecodata Watch: We get […]

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