Archive for the 'nog' Category


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 […]


08
May

T.G.I.F.

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. .   Market Sentiment Watch: Payrolls in focus. In energyland, oil and natural gas are resting after a big move and during the shoulder season respectively. 1Q15 E&P reporting season has contained few surprises so far save the odd bit of increased guidance in a few of our names on capex that remains as previously […]


13
Apr

Monday Morning

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. . Housekeeping Watch: Apologies, we conducted a software "upgrade" on Friday and one of the changes to the site is apparently the removal of the login link at upper left. We made the site open today so you could see this and the solution (for the moment) is to click the Admin button at upper right if […]

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