Archive for December, 2018


Monday Morning

. . Market Sentiment Watch: Shutdown continues … sides appear far apart. In energyland this week is traditionally a low news flow week. We expect 2019 capex announcements to begin in earnest next week. Expect a low volume/light liquidity session today. In today's post please find The Week That Was, our week ahead (the 2018 Wrap […]


Wrap – Week Ended 12/28/18

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


Friday Morning – FANG, Dualing Inventory Reports

. . Market Sentiment Watch: Illiquid holiday markets are easy to push about. The government looks increasingly likely to be shuttered through NYD. EIA is open but we know they retrieve some data from agencies that are closed so … hmm (like imports and exports …maybe they have back channel, don't know).  In today's post please […]


Thursday Morning – REI

. . Market Sentiment Watch: Holiday market conditions persist, high volatility, low liquidity plus no clear path to end the shutdown just yet and China is showing more signs of slowing exports with tariff talks still up in the air.  In today's post please find the oil inventory preview (the very early read consensus in the […]


Merry Christmas Eve Plus Wednesday Post

. . Market Sentiment Watch: Merry Christmas and Happy Holidays. Mnuchin called banks to shore up confidence over the weekend with the exact opposite effect (seriously, you can't make this stuff up). The government is shuttered and officials have said it stay that way into early 2019. Meanwhile, OPEC+ production is falling. We continue to sit on […]

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