Archive for January, 2020


Wednesday Morning – FCEL, BCEI

. . Market Sentiment Watch: Fed day. In today’s post please find the oil inventory preview, the natural gas inventory preview, comments and and a cheat sheet on FCEL, comments and a cheat sheet update for BCEI as they gave preliminary 2019 numbers and guided strong for 2020, and some other odds and ends. Ecodata Watch: […]


Tuesday Morning – PLUG

. . Market Sentiment Watch: Market attempting to get a grip after Coronavirus panic. In today’s post please find the early read on oil inventories (benign looking early consensus, faces easy comp on the five year average oil build), the very early read on natural gas inventories (wide range at present, we favor the upper […]


Coronavirus Monday

. . Market Sentiment Watch: Coronavirus front and center for equity and commodity markets. In today’s post please find The Week That Was, The Five Things, and some other odds and ends. Look for increasing news flow this week as well as updates from key names on the macro from the service and refining sectors.  […]


Wrap – Week Ended 1/24/20

. . Panic.  Not advice, we don’t do that. But panic was the story of last week. For oil, the coronavirus impact is unknown but negative and traders more often than not hit the sell button in uncertain times when demand is in question. Even with over 1.5 mm bopd of incremental unplanned outages (Libya, […]



. . Market Sentiment Watch: Coronavirus fears. In today’s post please find: the the natural gas review (in line withdrawal (tiny but in line); much bigger next week, easily the biggest withdrawal of the season … amazing what even close to normal heating load can do), the oil inventory review (better than expected), comments and […]

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