Archive for November, 2018


30
Nov

T.G.I.F.

.     Market Sentiment Watch: G20. In today's post please find the the natural gas review (smaller than expected withdrawal but still deficit expanding; look for a similar sized withdrawal next week), the Gassy Players update, and some other odds and ends.   OPEC has their 175th regular meeting on December 6th to be followed by the OPEC+ […]


29
Nov

Thursday Morning – OAS

. . Market Sentiment Watch: Group sentiment poor. WTI traded as low as $49.41 overnight in a volatile session for Brent and WTI.  Every last eye is on the G20 and OPEC meetings with WTI down 23% in November alone and down 35% since the start of October (4 year high to a 1 year low in 2 […]


28
Nov

Wednesday Morning – MGY

. . Market Sentiment Watch: Volatile energy markets expected this week and next. No incentive to step in to buy speculative names while stalwarts are making new lows. In today's post please find the oil inventory preview (benign report expected though we expect big bump in gasoline demand and move higher in refiner throughput), the natural […]


27
Nov

Tuesday Morning – Permian Players

. . Market Sentiment Watch: Trade rhetoric in front of the G20 became more aggressive last night. Expect similar comments out of the White House for oil. We expect OPEC to act in accordance with fundamentals and not WH pressure when the tanker hits the sea. In today's post please find an update Permian Players […]


26
Nov

Monday Morning – The Week That Was, CPE

. . Market Sentiment Watch: All eyes on the G20 and OPEC player comments prior to and at the meeting on November 30th. On the oil side, energy continued to swoon last week on fears that OPEC would continue to sit on hands and pump oil as directed by D.C. On the natural gas side, […]

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