Archive for the 'Uncategorized' Category


16
Nov

Friday Morning – LBRT, CRC

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. . Market Sentiment Watch: Most market eyes on watch for comments out of U.S. in lead up to the G20. In today's post please find the the natural gas review (essentially in line; we are peaking at the lower end of our expected range, some 600 Bcf below the five year average; next week look […]


15
Nov

Thursday Morning – RRC, PES

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. . Market Sentiment Watch: Energy markets remain volatile. Expecting OPEC+ comments to soft peddle a reversal in output soon as data from EIA, IEA, and OPEC align as to increasingly lower need from OPEC in 2019. In today's post please find the oil inventory preview (looking for more of the same, poor API report sets […]


14
Nov

Wednesday Morning – COG, SWN

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. . Market Sentiment Watch: All eyes remain on oil while gassy sentiment slowly improves with a spike in natural gas prices that's not built to last (it's typically weather loaded and well overdone, especially given this morning's move). In today's post please find the oil inventory preview (due out tomorrow due to the holiday, looking […]


12
Nov

Monday Morning

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. . Market Sentiment Watch: Bouncy. OPEC+ met over the weekend and decided to take a wait and see approach (Saudi seems ready to cut production now, others want more data). Natural gas prices are approaching $4 this morning on widespread forecast cold. In today's post please find The Week That Was, a look at our […]


11
Nov

Wrap – Week Ended 11/9/18

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. . Questions and comments under The Wrap will be addressed in the Monday post.  .

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