Archive for June, 2018


Wednesday Morning

. . Market Sentiment Watch: News flow out of OPEC players remains brisk. News flow from the group remains at the typical June crawl level.  In today's post please find comments on another gassy name, ECR, the oil and natural gas inventory previews, more OPEC pre meeting comments, and some other odds and ends.  Ecodata Watch: We […]


Tuesday Morning

. . Market Sentiment Watch: Markets set to swoon on increasing trade war threats. T-Minus 4 days until OPEC. In today's post please find the early reads for oil and natural gas inventories, comments and an updated cheat sheet for gas giant COG, comments on FANG's flow assurance update, and some other odds and ends.  […]


It’s Good To Be Back Monday

. . Market Sentiment Watch: Trade war fears loom larger (and closer to home, see China's threat in the Commodities Watch section below). In energyland, all eyes are on the OPEC+ attempt to engineer a soft landing at this Friday's meeting. Expect lots of volatility as tensions are elevated between Saudi and Iran and Venezuela. […]


Wrap – Week Ended 6/15/18

. . Questions and comments under The Wrap will be addressed in the Monday post.  .


Tuesday to Friday Post

. . Market Sentiment Watch: North Korea, trade and OPEC/IEA/EIA on our minds. In today's post please find the Permian Players Group 1 table-, the Eagle Ford group 1 table, an updated cheat sheet for VNOM, comments on the OPEC monthly (TBA), and some other odds and ends.  Click the link directly below this to […]

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