Archive for July, 2020



. . Market Sentiment Watch: Strong tech earnings in focus, Nonfarm payrolls next week, In DC, congress appears to be far from agreeing on the next Coronavirus bill, We have a very busy week next week (please see the Calendar near the bottom of today’s post). In today’s post please find: the natural gas review […]


Thursday Morning – AR, CXO, OII, VLO, COP

. . Market Sentiment Watch: Harvard says 34 states should not travel; market appears to be concerned about rising Covid numbers.  Market is concerned about coming July nonfarm payrolls at the end of next week. More late stage vaccine trials are getting underway. Valero highlighted rising refined product demand. In today’s post please find: the […]


Wednesday Morning – BE, LBRT

. . Market Sentiment Watch: Covid and Tech antitrust hearings on the market’s mind. In today’s post please find: the oil inventory preview (benign expectations; for what it’s worth, API reported a mixed set of numbers headlined by a large crude draw), the natural gas inventory preview, a number of natural gas weekly data slides, […]


Tuesday Morning – Gassy Players Update and More

. . Market Sentiment Watch: Covid rates seem to be flattening in Florida, Texas, Arizona. In today’s post please find: the very early read on natural gas inventories (as expected, consensus forming up below last week’s build), an interim Gassy Players update, a BCEI cheat sheet update, and some other odds and ends. Ecodata Watch: […]


Monday Morning – EQT

. . Market Sentiment Watch: Much bigger week on the economic data front with GDP, the FOMC, and Powell’s presser in focus.  Market also eying DC for more Coronavirus stimulus, In energyland last week saw reports from key Oil Service names but they offered little in the way of surprises regarding the second half, confirming […]

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