Archive for March, 2019


Wrap – Week Ended 3/29/19

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



. . Market Sentiment Watch: Market again focused on hopes for China trade deal.  In today's post please find the the natural gas review (slightly smaller than Street expected withdrawal, still leaves storage over half T short of the five year average storage level for this time of year despite record dry gas production), requested comments […]


Thursday Morning – MGY

. . Market Sentiment Watch: Progress on China, lack of progress on Brexit in focus. Energyland fairly quiet. In today's post please find the oil inventory review (solid report, build in crude is normal, especially after recent monster draws, product draws good to see and crude, gasoline, and distillates all improved to five year averages), the natural […]


Wednesday Morning – Permian Update

. . Market Sentiment Watch: In today's post please find the oil inventory preview (Street looking for an uncharacteristic-for-this-week-of-the-year crude stock draw (after last week's monster one)), the natural gas inventory preview (Street looking for another draw as our data points to a small build and the recent divergence between weekly data and weekly reported stock […]


Tuesday Morning – Berry

. . Market Sentiment Watch: Oil on market's mind today.   In today's post please find a requested set of comments and a cheat sheet for small cap California centric player BRY, the early read on oil inventories, the early read on natural gas inventories, our plans for the rest of the week, and some other odds and […]

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