Archive for December, 2018


10
Dec

Monday Morning – OPEC Summary, XOG

. . Market Sentiment Watch: OPEC more than delivered (factoring in other adjustments – see comments in the stuff section, archived under OPEC). More eyes now shift back to U.S. / China trade relations as the year winds down and this week's economic data is less key than last week's. In energyland we will get […]


08
Dec

Wrap – Week Ended 12/07/18

. . The Blotter is updated (Blotter 2)  . We will have summary OPEC+ meeting comments in the Monday post. Other questions and comments will be addressed in the Monday post.    Please look for an important Holiday Housekeeping Watch in the Tuesday post.    In today's Wrap we have included the natural gas table and […]


07
Dec

OPEC+ Friday Morning

. . Market Sentiment Watch: OPEC Day 2 (comments in the Commodity Watch section plus in the comments section below). In today's post please find the oil inventory review (better than expected by far on crude (monster draw), record U.S. crude exports, record for time of year throughput and gasoline stocks rose more than expected but […]


06
Dec

OPEC Meeting Thursday

. . Market Sentiment Watch: OPEC Day. In today's post please find the oil inventory preview, comments on the ongoing OPEC meeting, the natural gas inventory preview (note that the release has been delayed until tomorrow morning), the Wattenberg Players update (expanded with more spending and hedge data and updated through 3Q18 results),  and some other odds and ends.  Ecodata Watch: We […]


04
Dec

Tuesday & Wednesday Morning – HPR

. . Market Sentiment Watch: OPEC top of mind for the week. In today's post please find the early read on oil inventories (the Street is looking for the first draw in ten weeks as throughput is up over 1 mm bopd in the last two weeks … this could happen though net imports can always intervene […]

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