Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Sector Summary: Energy leads the broader market higher for a 2nd consecutive session; crude futures rally a 3rd day on a bullish IEA; rig count data on tap 1 pm ET<p>The Energy Sector (<strong>XLE</strong>, +1.0%) leads the broader market (<strong>SPY</strong>, +0.2%) higher for the 2nd consecutive session. Crude oil (<strong>USO</strong>, +1.8%) futures rally for the third day in a row on a bullish IEA report (summarized below) ahead of today's rig count data. Lastly, natural gas (<strong>UNG</strong>, -2.8%) futures gave up all of yesterday's post-EIA gains, on track to end the week down about 1.0%.</p><p>Mar crude oil futures remained on track to extend their rally into a third consecutive session following the release of the IEA's monthly oil market report.</p><ul><li>Note that OPEC is currently at 90% compliance with their portion of the coordinated OPEC/non-OPEC output reduction agreement.</li><li>IEA raised global oil demand growth expectations for 2017 to 1.4 mln bpd, up 100k bpd from their previous estimate.</li><li>Saudi Arabia exceeded their portion of the promised 490k barrel/day reduction by 70k barrels/day.</li><li>Angola & Qatar also cut more than originally expected.</li><li>IEA also stated the global oil stocks overhang that has weighed on prices should fall by about 600k barrels per day in the next 6 months.</li></ul><p>Other notable highlights of the report include:</p><ul><li>Global oil supplies plunged nearly 1.5 mb/d in Jan, both OPEC and non-OPEC countries produced less.</li><li>At 96.4 mb/d, world oil production stood 730 kb/d below a year ago, with OPEC posting its first y/y decline since early 2015.</li><li>OPEC crude production fell by 1 mb/d to 32.06 mb/d in Jan.</li><li>Lower production was partly offset by higher flows from Libya and Nigeria, which are exempt from cuts.</li><li>OECD total oil stocks fell nearly 800 kb/d in 4Q16, the largest fall in three years.</li><li>End-Dec inventories were below 3k mb for the first time since Dec 2015. Stocks continued to build in China and other emerging economies, volumes of oil at sea also increased.</li><li>After falling by 0.8 mb/d last year, non-OPEC output will grow by 0.4 mb/d in 2017.</li><li>Growth is mainly in the Americas, where higher prices are fueling increased investments in US LTO activity and long lead-time projects are coming on stream in Brazil and Canada.</li></ul><p><strong>Reminder:</strong> Baker Hughes rig count data will be released today at 1 pm ET.</p><ul><li>Last week's data showed a US oil rig count increase for the third consecutive week in a row.</li><li><strong>US oil rigs have been added for 13 out of the past 14 weeks.<br/> </strong></li><li>The number of active U.S. rigs drilling for oil rose by 17 to 583 rigs last week.</li><li>The rig count is at its highest level since Oct 2015.</li></ul><p><strong>Notable Gainers:</strong></p><ul><li><strong>Oil & Gas Drilling & Exploration: Noble (NE, +12%)</strong></li><li><strong>Equipment and services: GulfMark Offshore (GLF, +14%)</strong></li><li><strong>Independent oil & gas: TransGlobe Energy (TGA, +10%)</strong></li><li><strong>Major-integrated: Encana (ECA, +3%)</strong></li><li><strong>Refining & Marketing: BP Prudhoe Bay Royalty Trust (BPT, +4%)</strong></li><li><strong>Pipelines: Cheniere Energy Partners (CQP, +2%)</strong></li></ul><p><strong>Notable Laggards:</strong></p><ul><li><strong>Oil & Gas Drilling & Exploration: Breitburn Energy (BBEPQ, -14%)</strong></li><li><strong>Equipment and services: Forum Energy Technologies (FET, -9%)</strong></li><li><strong>Independent oil & gas: Fieldpoint Petroleum (FPP, -5%)</strong></li><li><strong>Major-integrated: Mitsui & Co (MITSY, -1%)</strong></li><li><strong>Refining & Marketing: CVR Energy (CVI, -3%)</strong></li><li><strong>Pipelines: Blueknight Energy Partners (BKEP, -1%)</strong></li></ul><p><strong>In Current Trade:</strong></p><ul><li>Mar WTI crude oil futures: <strong>up</strong> about $1.05 around $54.06/barrel (+2.0%)</li><li>Mar natural gas futures: <strong>down</strong> about $0.11 around $3.03/MMBtu (-3.6%)</li><li>Mar RBOB gasoline futures: <strong>up</strong> about $0.03 around $1.60/gallon (+2.2%)</li><li>Mar heating oil futures: <strong>up</strong> about $0.03 around $1.70/gallon (+1.8%)</li></ul><p>Earnings/News</p><ul><li>Buckeye Partners (<strong>BPL</strong>, +0.2%) missed by $0.23, beat on revs; raised distribution 1% Q/Q<ul><li>Reported Q4 GAAP earnings of $0.78 per share, $0.23 worse than the Capital IQ Consensus of $1.01; revenues rose 10.0% year/year to $924.1 mln vs the $860.16 mln Capital IQ Consensus.</li></ul></li><li>Forum Energy Tech (<strong>FET</strong>, -9%) beat by $0.01, reported revs in-line<ul><li>Reported a Q4 loss of $0.16 per share, excluding non-recurring items, $0.01 better than the Capital IQ Consensus of ($0.17); revenues fell 25.0% year/year to $147.1 mln vs the $146.43 mln Capital IQ Consensus.</li></ul></li><li>Western Gas Partners (<strong>WES</strong>, -0.4%) entered into an agreement with Williams Partners (<strong>WPZ</strong>, +0.5%) whereby WES will acquire WPZ's 50% non-operated interest in the assets of Delaware Basin JV Gathering<ul><li>«This highly strategic transaction increases our exposure to the Delaware Basin, enables us to aggressively support our customers' accelerating drilling plans, and advances our objective of providing sustainable distribution growth over time,» said Chief Executive Officer, Don Sinclair. «With this consolidation of ownership in DBJV, we are taking another important step in the development of our fully integrated gas gathering and processing footprint in the Permian Basin. Our ability to develop these types of asset positions has proven to be successful in generating incremental returns for our unitholders, with the DJ Basin being our most notable example.»</li></ul></li><li>Sanchez Production Partners (<strong>SPP</strong>, +1%) increased quarterly distribution to $0.4310/unit from $0.4246/unit</li></ul><p>Broker Calls</p><ul><li>MEG Energy (<strong>MEGEF</strong>, 0%) upgraded to Outperform at Raymond James</li><li>Enerplus (<strong>ERF</strong>, +8%) upgraded to Outperform at BMO Capital Markets</li><li>Gran Tierra Energy (<strong>GTE</strong>, +4%) upgraded to Outperform at Credit Suisse</li></ul></td> </tr></table>"