. . Market Sentiment Watch: Energy group trading in somewhat nervous sideways fashion as we approach the peak in U.S. oil inventories over the next weeks. In today's post please find the natural gas inventory preview (looking for a record injection for this week of the year), the oil inventory review (mixed bag), the Orange Charts, comments on […]
. . Market Sentiment Watch: Nervous group conditions may be re-emerging in front of inventories as we approach peak of season levels and after a decent recent run up inspired some profit taking with the thought of the weakness in EBITDA generation we will see in 1Q15 likely prompting some shorter term minded types to take […]
. . Market Sentiment Watch: Slow news day on the economic data front. In energyland we expect to continue to get pre-announced 1Q15 volumes in advance of the heart of earnings season along with operations updates and the ongoing mark to market from the sellside. On average we don't see any of these items really rocking the […]
. . Market Sentiment Watch: In energyland we welcome the 1Q15 energy earnings season. Look for extensive play by play color on completed well cost reductions and managements' potentially evolving reactions to a slightly better oil price environment in light of those lower costs. Do not look for a significant reversal in drilling activity at this […]
. . Questions and comments will be addressed in the Monday post. Have a great weekend.