Archive for the 'WIOWIO' Category


17
Apr

Wednesday Morning – WIOWIO Part 3

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. . Market Sentiment Watch: China data in focus. In today's post please find the oil inventory preview (more benign consensus expectation for EIA but API was more bullish than usual, especially on the gasoline front which if reflected by EIA would sport the 9th consecutive week of significant draw down), the natural gas inventory preview, […]


16
Apr

Tuesday Morning – WIOWIO Part 2

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. . Market Sentiment Watch: In today's post please find the early read on oil inventories (looking for higher refiner throughput this week, a bounce in exports and lower gasoline demand – Street again reflecting product draws and a smaller crude build), the very early read on natural gas inventories (much bigger than the prior week […]


12
Apr

Friday Morning – WIOWIO, Chevron Buys Anadarko

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. . Market Sentiment Watch: Chevron takes out major independent Anadarko for $50 B TEV. In today's post please find the the natural gas review (in line to slightly light injection and well light of our expectations from a week ago (again); next week looking for a bigger number), part 1 of the return of the WIOWIO […]


21
Jun

Wednesday Morning – WIOWIO Part 3

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. . Market Sentiment Watch: Energy land remains nervous and in need of more supportive data as news flow remains typically light.  In today's post please find the oil inventory preview (API after the close was modestly positive), the natural gas inventory preview (consensus for tomorrow's injection now well below year ago and five year average […]


13
Jun

Tuesday Morning – OPEC, WIOWIO Part 2

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. . Market Sentiment Watch: Washington political scene to again be front and center today even with Yellen speaking tomorrow.  In energyland, news flow at the company level remain light.  In today's post please find the usual highlights from the OPEC Monthly (call on OPEC revised slightly higher as non OPEC production forecast slightly reduced), […]

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