Archive for November, 2019


30
Nov

Wrap – Week Ended 11/29/19

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


29
Nov

Thursday – Friday Morning – Happy Thanksgiving

. . Market Sentiment Watch: China, China, China. We are on vacation today. In this short post please find the oil and natural gas inventory tables, a few key graphs (rig counts, imports, rigs vs production and some others and we may add a few during the morning), a comment on OAS, and a few […]


27
Nov

Wednesday Morning – RRC

. . Market Sentiment Watch: Huge day for data (see below) including both the oil and natural gas inventory reports. Generally this is a slow day and week for energy sector news flow. In today’s post please find comments and a cheat sheet update on RRC, the oil and natural gas inventory previews, and some […]


26
Nov

Tuesday Morning – HPR, JKS, Inventory Previews

. . Market Sentiment Watch: Low news flow.In today’s post please find the early read on oil inventories, the early read on natural gas inventories (we get them on Wednesday instead of Thursday due to the holiday, comments and a cheat sheet update for HPR, comments on a large order by JKS, and some other […]


25
Nov

Monday Morning – BCEI

. . Market Sentiment Watch: No Phase II yet (we see this as a nonsense statement given that Phase I appears to be shaky but it’s the news of last night). In today’s post please find The Week That Was, the 5 Things, comments and a cheat sheet update for BCEI, another day, another harsh […]

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