Archive for the 'VLO' Category


25
Oct

Thursday Morning

Print Friendly, PDF & Email

. . Market Sentiment Watch: Extreme broad market volatility continues. We've done a whopping 3 trades in October (see blotter, all adds) and continue to largely sit on hands.  In today's post please find the oil inventory review (mixed bag: 1) another bigger than expected oil build (hey, it is maintenance season, builds of size are […]


26
Apr

Thursday Morning – More Earnings

Print Friendly, PDF & Email

. . Market Sentiment Watch: Energy news flow getting busier. In today's post please find the oil inventory review (weak headline numbers, strong internals including all time record oil and distillate exports – see the Oil Inventory Review section below), the natural gas preview (consensus for today's withdrawal continues to grow), comments on a number of names […]


26
Oct

Thursday Morning – WLL, SRCI

Print Friendly, PDF & Email

. . Market Sentiment Watch: Group seeking traction. In today's post please find the oil inventory review (record refiner throughput for time of year, 2nd highest oil exports on record, but bounce in net imports yields unexpected but small crude build meanwhile for productions both gasoline and distillates saw strong demand (especially export demand) and posted […]


27
Jul

Thursday Morning – Oil Review, Natural Gas Preview + Earnings

Print Friendly, PDF & Email

. . Market Sentiment Watch:  In today's post please find the oil inventory review (record for week of year refiner throughput, gasoline and distillate demand helped drive better than expected draws on crude and distillates with crude stocks crossing below year ago levels for the first time since November 2014), the natural gas preview (consensus […]


25
Apr

Tuesday Morning – RRC

Print Friendly, PDF & Email

. . Market Sentiment Watch: In Energyland the focus is a bit more split towards earnings with a focus on capital and operating costs than it has been of late though the weekly inventory reports are swinging the group with undue weight at the moment. Inventories are progressing largely as expected. In today's post please find […]

Zman's Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette

s2Member®