Archive for the 'ssn' Category


Wednesday Morning – RICE, PXD

. . Market Sentiment Watch: Suddenly frothy energy group as we approach Doha meet and greet this Sunday. In today's post please find the oil and natural gas inventory previews, comments on the EIA's latest iteration of their STEO (further negative revisions to the U.S. crude production forecast for 2016 and 2017), comments on OPEC's latest […]


Tuesday Morning – Shopping List Update

. . Market Sentiment Watch: From here the week gets a lot busier on the economic data front with tomorrow's Yellen press conference likely the peak of volatility for the week. In energyland all eyes remain on oil and will transition from paying attention to the the positive and negative chatter back to US inventories before today's close. Sources indicate refinery […]


Wednesday Morning – Shopping List Cheats

. . Market Sentiment Watch: Already nervous global markets wake up to North Korean claim of miniaturized hydrogen bomb test sending equity and commodity futures lower. Market shift concern should transition to U.S. data watching later today. Energyland news flow remains at a crawl but should crank up very soon.  In today's post please find the oil and natural gas inventory […]


Friday Morning

. . Market Sentiment Watch:  In today's post please find the natural gas inventory review (slightly bigger than expected but dry gas production appears to be starting to roll), the oil inventory review (big build as foreshadowed by API but Lower 48 oil production resumed it's downward glide path), comments on SSN, comments on the SYRG 4Q […]


Monday Morning

. . Market Sentiment Watch: Really big week on the ecodata front with GDP, the Fed statement, reads on the consumer and homes, and nonfarm payrolls. In energyland, 2Q14 earnings season so far can be characterized as fairly uneventful. Look for a big pick up in E&P earnings reports (see Calendar in the Stuff section) […]

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