Archive for the 'TPIC' Category


14
Nov

Thursday Morning – Wind, OPEC Monthly

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. . Market Sentiment Watch: Most eyes back on China as headlines point to a “snag”.  Ours are/have been on 5 key energy reports this week (so far, so benign). In today’s post please find the oil inventory preview (easy comps for crude this week; look for a bounce in throughput and exports), the natural […]


07
Nov

Thursday Morning – Wind

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. . Market Sentiment Watch:  In today’s post please find the oil inventory review (crude headline build got most of the attention yesterday but we noted a 5th week at the same level for L48 oil production – STEO next week to see retreat?, and those export figures were oddball, expect a sharp bounce there […]


12
Sep

Thursday Morning – TPIC

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. . Market Sentiment Watch: China tariffs delay 2 weeks. Energy eyes focused on global demand and concern over potential return of supply (see Commodity Watch section). In today’s post please find the oil inventory review (positive side of neutral report headlined by another much larger than expected crude draw that pushed crude stocks below […]


08
Aug

Thursday Morning – TPIC, BCEI

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. . Market Sentiment Watch: China on market’s mind. In today’s post please find the oil inventory review (negative ), the natural gas preview (bigger than normal build expected), comments on the BCEI quarter (pre announced volume beat, now raising guidance with low end of range in line with current Street for 2019; estimates to […]


08
May

Wednesday Morning – And More Earnings

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. . Market Sentiment Watch: China in focus.  In energy land inventories and Iran in focus.  Another busy day in earnings calls for us. In today's post please find comments on another set of upstream reports and reports from two wind names, the oil inventory preview, the natural gas inventory preview (injections set to roll lower […]

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