Archive for April, 2020


Thursday Morning – COP, AR

. . Market Sentiment Watch: Dr. Fauci called remdesivir “a drug that can block this virus” … more of this please; test it and scale up please. In energy land: The Department of Energy and the Treasury are examining bridge loan or other financing for E&Ps. Cue uproar. No we don’t see this impacting U.S. […]


Wednesday Morning

. . Market Sentiment Watch: Fed speak day. Market eying state re-openings … would not expect a bump in cases if they result from re-openings for about 2 weeks. Meanwhile Germany is seeing rising cases and may go tighter again. In today’s post please find: the oil inventory preview (more monster builds expected but less […]


Windy Tuesday Morning

. . Market Sentiment Watch: Covid-19 – seeing better numbers in many places. Major states including Texas are about to attempt to slowly get back to business. In today’s post please find: the early read on oil inventories (more big builds expected, but not as big as in recent weeks), the very early read on […]


Monday Morning

. . Market Sentiment Watch: Oil storage space running out in some parts of the globe; South Korea is now full, sending futures lower. Meanwhile parts of Europe and the U.S. continue to re-open with fingers crossed. Covid-19 data continue to show improvement in terms of new cases and mortality. Not out of the woods […]


Wrap – Week Ended 04/24/20

. . Free posts this week: Antero – adding Gassy Risk Exposure Goodrich – overly discounted micro cap gas name Bonanza Creek – update as they target $0 debt by YE20 The blotter is updated. Note the rigs and frac spreads off a cliff again. Note the natural gas strip is still on the rise […]

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