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Re: drt4nrg post# 38181

Wednesday, 07/20/2016 12:35:37 PM

Wednesday, July 20, 2016 12:35:37 PM

Post# of 41155
Just sold/rolled puts and added a bunch of UWTI. Considered adding calls after the report.

Pretty good report IMO. I was hoping for more of a production drop in the lower 48, but the pace is still dropping steadily and happy about that. Having *any* draw with the huge import numbers is a good thing, again IMO.

Still a little wary of the EIA's huge adjustment numbers. I still don't get how they can have 3.486 MILLION barrels unaccounted for in any given week. :-/
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