Archive for the 'VLO' Category


28
Jan

Thursday Morning – ORA

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. . Market Sentiment Watch: Nervous markets with forced exposures possible for some players. A handful of energy earnings have our eye today.  In today’s post please find: the oil inventory review (positive report as weeklies go; arguably a low quality beat on the imports swing but the internals are positive), the natural gas preview […]


30
Jul

Thursday Morning – AR, CXO, OII, VLO, COP

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. . Market Sentiment Watch: Harvard says 34 states should not travel; market appears to be concerned about rising Covid numbers.  Market is concerned about coming July nonfarm payrolls at the end of next week. More late stage vaccine trials are getting underway. Valero highlighted rising refined product demand. In today’s post please find: the […]


29
Apr

Wednesday Morning

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. . Market Sentiment Watch: Fed speak day. Market eying state re-openings … would not expect a bump in cases if they result from re-openings for about 2 weeks. Meanwhile Germany is seeing rising cases and may go tighter again. In today’s post please find: the oil inventory preview (more monster builds expected but less […]


25
Jul

Thursday Morning – OII and Others

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. . Market Sentiment Watch: Energy earnings season starting to heat up. In today’s post please find the oil inventory review (slightly positive side of neutral report, crude improved to both year ago and five year average levels but this was a Barry impact skewed report and production which drove the monster crude draw will […]


25
Apr

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Market eyes are on 3M.  Our eyes are on energy earnings (refiners, oil service, big cap gassy and more in focus today before things get busier tomorrow and especially next week). In today's post please find the oil inventory review (bigger than expected crude build but it's a low quality miss […]

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