Archive for February, 2020


Friday Morning

. . Market Sentiment Watch: Sloppy market conditions continue as virus fear continues to spread. Saudi is cutting crude shipments to China and OPEC+ is increasingly expected to be forced to deliver a larger than previously recommended by JTC cut. OPEC+ meets March 5th, 6th. In today’s post please find: the natural gas review (smaller […]


Thursday Morning – Earnings Avalanche in the face of Virus Fear Market Drop

. . Market Sentiment Watch: Sloppy market conditions to continue after the U.S. announces first apparent community transmission of the virus. Administration officials put a vaccine at 12 or more months out.  International spread also breading additional market panic. Meanwhile, in the energy space oil continues to sink as demand continues to slow and we […]


Wednesday Morning

. . Market Sentiment Watch: Sloppy market conditions. In today’s post please find the oil inventory preview (API was benign), the natural gas inventory preview, some gleanings from LNG’s call yesterday on LNG, comments on the OAS quarter (we don’t own it but this is a requested quarterly look), notes on MGY’s insider buying, and […]


Tuesday Morning – OII, MR, CDEV

. . Market Sentiment Watch: Cautious market looking for a bounce after posting the worst single day loss in two years. In today’s post please find the early read on oil inventories, the very early read on natural gas inventories (consensus looking for a withdrawal modestly above last week’s pull as expected), comments on the […]


Monday Morning – Covid-19 Fear Rises, 4Q19 Earnings Peak

. . Market Sentiment Watch: Sentiment turns more fearful as markets eye Italy, Iran, and South Korea outbreaks. In today’s post please find The Week That Was, The Five Things, a subscriber mailbag question, and some other odds and ends. In case you missed The Wrap please click here. Ecodata Watch: We get the Chicago […]

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