Archive for the 'Uncategorized' Category


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.  .


09
Nov

Friday Morning – JAG, So Far This Quarter 2nd Edition

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. . Market Sentiment Watch: All energy market eyes on crude as we have gone from 4 year highs to to 6 month lows in 5 weeks. Brent is suddenly below $70 and WTI is similarly below $60. In today's post please find the the natural gas review (bigger than expected injection, gas in storage remains […]


08
Nov

Thursday Morning

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (bigger than expected crude and gasoline builds, re-benchmarking of Lower 48 production (as expected), bigger than expected distillate draw), the natural gas preview (modest deficit reduction today but rapid end to the injection season is at hand on colder than normal […]

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