Archive for the 'Oil Macro' Category


03
Jul

Tuesday Morning – NOG

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. . Market Sentiment Watch: Expecting a quiet day as traders and managers head out early for holiday. In today's post please find the early read on oil inventories, the by state/region oil production charts, the monthly natural gas demand slides, a requested NOG cheat sheet update, and some other odds and ends. If we don't speak […]


01
Jun

Macro Friday

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. . Market Sentiment Watch: Payrolls Friday. Market on edge as major trading partners swap tariff proclamations.  In today's post please find a number of slide shows: the the natural gas review (smaller than expected injection one more shot at triple digits next week and then eroding injections even as we sit at +8 Bcfgpd YoY […]


01
Mar

Thursday Morning – Oil Inventory Review, Macro Oil and Gas, ECR

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. . Market Sentiment Watch: Busy day on the economic front; futures living in fear of Powell. In today's post please find the oil inventory review (headline misses for crude and gasoline with oil inventories up at a more seasonally normal pace driven by a reversal in net imports which were still at record lows for […]


01
Feb

Thursday Morning – Oil Review and Natural Gas Preview Plus

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. . Market Sentiment Watch: Group continues to take a breather as fears over rising domestic oil production prompt a buyers' strike in equities if not in the commodities that they sell. Anyone saying the stocks have discounted $65 oil is a short. In today's post please find the oil inventory review (much bigger than expected […]


01
Dec

Macro Friday

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. Market Sentiment Watch:  In today's post please find the natural gas inventory review (roughly in line with expectations prompting modest reduction in the YoY and 5 year average deficits, the crude production by state and region graphs (bigger than expect step up in production this month but only when compared to storm impacted August […]

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