Archive for the 'Catalyst List' Category


11
Jul

Wednesday Morning – OPEC, FANG

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. . Market Sentiment Watch: Trade war fears refreshed overnight along with concern about NATO. Energy group sentiment gradually turning more positive despite re-widened differentials for the Permian. In today's post please find the oil and natural gas inventory previews, comments on the OPEC MOMR (their initial demand target for 2019 was exactly in line with the top […]


10
Jul

Tuesday Morning – CPE

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. . Market Sentiment Watch: Energy groups, especially upstream, seeing increasing in front of 2Q18 continues. In today's post please find the oil inventory preview and  catalyst list update and cheat sheet update for CPE as we prepare for the coming 2Q18 reporting season, and some other odds and ends.  Ecodata Watch: The NFIB small business index came […]


06
Feb

Tuesday Morning – Catalyst List Update, LPI

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. . Market Sentiment Watch: Almost all eyes on a suddenly nervous broad market back drop. Upstream not paying as much attention as it and Service have not adequately discounted current oil prices and strip. In today's post please find Catalyst Update Part 2, the early read on oil and natural gas inventories, comments and […]


13
Oct

T.G.I.F.

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. . Market Sentiment Watch: Quite group this week. Expect news flow to begin picking up next week. In today's post please find the natural gas inventory review (above early week expectations but in line with the most recent ones – our thoughts on peak storage are unchanged – see below and we note that natural […]


12
Oct

Thursday Morning – Dualing Oil and Natural Gas Inventory Reports, Catalyst List Update Part 3

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. . Market Sentiment Watch: Early group weakness expected after weak API last night and despite strong longer term views out of OPEC and EIA yesterday and IEA today. Group seeking to maintain traction. In today's post please find the oil inventory preview (benign report expected, potential for downside risk is elevated on a pullback in […]

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