Archive for the 'nog' Category


13
Nov

T.G.I.F.

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (a slightly more benign version of what API foreshadowed the day before with a larger than expected oil build due to a bounce in imports that more than offset a size rise in refinery throughput, a larger than expected gasoline stocks […]


05
Nov

Thursday Morning – Earnings Tsunami

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. . Market Sentiment Watch: Another busy one in E&P land on the earnings front.  In today's post please find the natural gas inventory preview, the oil inventory review (mixed bag) and comments on a dozen plus owned or names of interest E&Ps that reported last night or this morning. Our comments are briefer than usual due […]


10
Aug

Monday Morning

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. . Market Sentiment Watch: Busy week on the energy data front.    In energyland, all eyes remain on oil and this we get a raft of new data from IEA, EIA, and OPEC.  Look for some rebalancing trades in the ZLT in the next two weeks.  In today's post please find The Week That Was, some quick follow […]


06
Aug

Thursday Morning – Earnings Tsunami 2

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. . Market Sentiment Watch: Market focused on Payrolls tomorrow. Energy group remains knee jerk nervous.   In today's post please find the natural gas inventory preview, the oil inventory review (bigger than expected draw on crude stocks due primarily to record refinery throughput; oil closed in the red over an inch up in EIA's modeled weekly production […]


14
May

Thursday Morning – Oil Review and Natural Gas Preview Plus Cheat Sheet Updates

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. . Market Sentiment Watch: Sideways trading reestablished. In today's post please find the natural gas inventory preview, the oil inventory review (moving in the right direction with flatting oil production that wil roll soon and strong product demand), a number of post quarter cheat sheet updates as we play catch up after last week's avalanche […]

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