Archive for November, 2018


Wednesday Morning – COG, SWN

. . Market Sentiment Watch: All eyes remain on oil while gassy sentiment slowly improves with a spike in natural gas prices that's not built to last (it's typically weather loaded and well overdone, especially given this morning's move). In today's post please find the oil inventory preview (due out tomorrow due to the holiday, looking […]


Tuesday Morning – MGY, ROAN

. . Market Sentiment Watch: All eyes on OPEC.  Market also eying more tariff war fears (auto tariffs this week apparently). In energy land gas is the quiet king while oil retreated yesterday for a record 11th consecutive session. In today's post please find comments on the MGY quarter (big beat and raise while maintaining […]


Monday Morning

. . Market Sentiment Watch: Bouncy. OPEC+ met over the weekend and decided to take a wait and see approach (Saudi seems ready to cut production now, others want more data). Natural gas prices are approaching $4 this morning on widespread forecast cold. In today's post please find The Week That Was, a look at our […]


Wrap – Week Ended 11/9/18

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


Friday Morning – JAG, So Far This Quarter 2nd Edition

. . Market Sentiment Watch: All energy market eyes on crude as we have gone from 4 year highs to to 6 month lows in 5 weeks. Brent is suddenly below $70 and WTI is similarly below $60. In today's post please find the the natural gas review (bigger than expected injection, gas in storage remains […]

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