. . Market Sentiment Watch: In today's post please find the oil inventory review (positive report (as weeklies go), the natural gas preview (still expecting a smaller than usual sized build today and therefore another expansion of the storage deficit which is already setting at decade plus lows), comments on forgotten little ECR's quarter (beat […]
. . Market Sentiment Watch: Tariffs dominating headlines today (10% tariff on $200 B of U.S. imports from China coupled with a warning not to retaliate). In energy land, company level news flow remains light. In today's post please find the early read on oil inventories, comments on the EIA DPR (EIA's model is rapidly decelerating), requested […]
. . Market Sentiment Watch: Unsettled market conditions persist. In today's post please find the oil inventory review (jump in imports, dip in exports yield unexpected (though normal for time of year) crude stock build), comments on the OPEC monthly (slight increase to demand, slight increase to non OPEC supply, lower OECD stocks (again below the […]
. . Market Sentiment Watch: Busy day. In today's post please find the oil and natural gas inventory previews, comments on the PE quarter (beat on pre-announced volumes and good costs, reiteration of guidance), comments on the MTDR quarter (beat on record on volumes, 2018's guidance straddles current Street expectations), brief comments on a number of names […]
. . Market Sentiment Watch: Group seeking traction into year end. In today's post please find requested comments and a cheat sheet update for WPX, the oil inventory preview (another big crude draw on the way according to estimates and API), the natural gas inventory preview (as expected, looking for a mid triple digit withdrawal), […]
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