Archive for the 'SRCI' Category


26
Aug

Monday Morning – HPR

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. . Market Sentiment Watch: Global economy in focus as Trump says China wants to talk and the U.S. will have further comments later today; U.S. consumer in focus in this week’s eco data. In today’s post please find The Week That Was, comments and an updated cheat sheet for HPR with 2020 estimates, comments […]


31
Jan

Wednesday Morning

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. . Market Sentiment Watch: Nervous group as we start to see 2018 budgets roll out. In today's post please find the oil inventory preview (chances of crude builds are building weekly now, with product builds starting to fall off as an offset), the natural gas storage preview, pre analyst day comments on ECR (to […]


16
Nov

Thursday Morning – Oil Inventory Review, Wattenbergs

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (bearish side of neutral … 1) record refiner throughput pointing to an almost absolute lack of a fall maintenance season so far (and we would normally be rising out of it now) met a bounce in imports and another report of […]


09
Nov

Thursday Morning – Oil Review Plus Gas Preview Plus JAG, ECR

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (noisy report as EIA showed a massive drop in exports and a large adjustment factor … putting that aside, refiner throughput was at record high levels for time of year, gasoline demand was a record for the week, distillate demand was […]


02
Nov

Thursday Morning – Earnings Mini Avalanche

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. . Market Sentiment Watch: Sentiment on the brink of improving.  In today's post please find the oil inventory review (mixed bag, better on oil and much better on gasoline – see review for details), the natural gas preview (still expecting a slightly larger injection this week than last but relatively moot now as we […]

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