Archive for the 'Uncategorized' Category


19
Jun

Tuesday Morning

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. . Market Sentiment Watch: Markets set to swoon on increasing trade war threats. T-Minus 4 days until OPEC. In today's post please find the early reads for oil and natural gas inventories, comments and an updated cheat sheet for gas giant COG, comments on FANG's flow assurance update, and some other odds and ends.  […]


18
Jun

It’s Good To Be Back Monday

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. . Market Sentiment Watch: Trade war fears loom larger (and closer to home, see China's threat in the Commodities Watch section below). In energyland, all eyes are on the OPEC+ attempt to engineer a soft landing at this Friday's meeting. Expect lots of volatility as tensions are elevated between Saudi and Iran and Venezuela. […]


17
Jun

Wrap – Week Ended 6/15/18

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


12
Jun

Tuesday to Friday Post

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. . Market Sentiment Watch: North Korea, trade and OPEC/IEA/EIA on our minds. In today's post please find the Permian Players Group 1 table-, the Eagle Ford group 1 table, an updated cheat sheet for VNOM, comments on the OPEC monthly (TBA), and some other odds and ends.  Click the link directly below this to […]


11
Jun

Monday Morning

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. . Market Sentiment Watch: Trade and North Korea on most minds. Meanwhile, in energy land, this is a fairly busy pre-OPEC week with EIA's STEO and the monthly reports from OPEC and IEA all arriving early in the week. Permian concerns continue to weigh on a good portion of U.S. upstream sentiment but we'll […]

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