Archive for August, 2020


Monday Morning – BWEN

.   . Market Sentiment Watch: Slow week of economic data until we get to Thursday and Friday which are key; energy data this week will be a bit wonky due to Laura, Market is eying Covid figures but does not appear to be overly concerned. More and more rapid testing is coming. Also more […]


Wrap – Week Ended 8/29/20

The week: DJIA up 2.6%, SPX up 3.3% Energy benchmarks ranged from down 1.7% (majors) to up 4.8% (oil service) The ZLT was up 4.2%. The Trading Blotter is updated. There were 3 additions to the portfolio last week. We are: 57% renewables / green space 20% oily upstream 18% natural gas centric upstream (more […]


T.G.I.F. (in progress)

. .   Housekeeping Watch:  We are posting the Friday post on Thursday due to predicted widespread power outages from TS Laura. In today’s post please find: the natural gas review (in line injection), gassy macro thoughts (monthly revision to Z4 peak of season storage … reduced; see charts in Stuff section) and some other […]


Thursday Morning – OII

. . Market Sentiment Watch: Laura – came ashore as a Cat 4 just after midnight near Lake Charles. Baytown, Port Arthur, Beaumont appear to have dodged the worst of it meaning a majority of the U.S. Gulf Coast refining complex should be OK (don’t know about restart timing yet – should hear today or […]


Wednesday Morning – CNX

. . Market Sentiment Watch: Hurricane Laura – Category 3 storm now, set to be a Cat 4 over the center of Gulf O&G infrastructure mid day today before making landfall early Thursday as a Cat 3 in the Lake Charles region of the Gulf Coast. 1.56 mm bopd GOM volumes off line likely until […]

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