. . 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…
Day: August 27, 2020
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…