Archive for June, 2018


Wrap – Week Ended

. . OPEC Watch:  On Friday, OPEC delivered along expected lines.  A 1 mm bopd increase figure (decrease of cuts) was mentioned frequently before the meeting and though a specific number was not in the official OPEC communique, a move to 100% compliance was … which translates into 1 mm bopd more production from a headline sense […]


OPEC Friday

. . Market Sentiment Watch: 174th OPEC Meeting underway at post time (see comments from the Open session below). In today's post please find the the natural gas review (smaller than we expected and we expect a smaller build next week … we remain half a Tcf below the five year average), comments on OPEC (see […]


Thursday Morning

. . Market Sentiment Watch: Trade war fears still acting as a damper on the broad markets while energy continues to regain traction. All eyes on the pre OPEC meeting headlines.  In today's post please find the oil inventory review (much bigger than expected crude draw on high demand and tame net imports, unexpected builds […]


Wednesday Morning

. . Market Sentiment Watch: News flow out of OPEC players remains brisk. News flow from the group remains at the typical June crawl level.  In today's post please find comments on another gassy name, ECR, the oil and natural gas inventory previews, more OPEC pre meeting comments, and some other odds and ends.  Ecodata Watch: We […]


Tuesday Morning

. . 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.  […]

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