Archive for the 'EGN' Category


10
Feb

T.G.I.F.

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. . Market Sentiment Watch: One China policy now back in vogue. In other news, IEA reports  record compliance (90%) with OPEC quotas and is boosting its view of 2017 demand.  In today's post please find the natural gas inventory report (uneventful and we remain ontrack for a trough storage range), selected country oil graphs […]


22
Nov

Tuesday Morning – More Permian Cheats

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. . Market Sentiment Watch: Expect volatility to subside after tomorrow's data sets with thin trading tomorrow afternoon and Friday. In energyland, oil has run fairly sharply on improved OPEC and non OPEC deal sentiment.  In today's post please find the oil and natural gas inventory previews, updated cheat sheets for three more Permian players, […]


04
Nov

T.G.I.F.

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. . Market Sentiment Watch: Volatile markets. In today's post please find comments on a number of own and unowned names of interest as well as the natural gas inventory review (slightly smaller than expected as demand remains solid despite little help form the weather), and some other odds and ends.  Ecodata Watch: We get Nonfarm Payrolls at […]


26
Aug

Friday Morning – EGN

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. . Market Sentiment Watch: Market nervously awaiting Yellen speech at Jackson Hole this morning.This too shall pass as what remains of summer (1 more week) doldrums draws to a close. In energy land eyes are drawn to month end data next week and our range bound pricing thoughts appear well set to persist into […]

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