Archive for June, 2021


Thursday Morning – TALO

. . In today’s post please find: the oil inventory review (positive side of neutral type report as weeklies go), the natural gas preview (consensus remans a little below our thoughts but gas was high last week and there is also an adjustment to base gas coming; next week expect an even smaller build), TALO […]


Wednesday Morning – Origin

. . Market Sentiment Watch: Market eyes on Fed and Powell. Potentially on Biden and Putin meeting as well. Oil is extended here and needs to see implied demand pickup in the EIA weekly or risks further erosion of a faltering U.S. crack spread and stalling throughput. Natural gas could use a bit of pause. […]


Tuesday Morning – MAXN

. . In today’s post please find: the very early read on natural gas inventories (consensus a little light to us which is fine, smaller sequential build expected and we expect a smaller one yet next week as well), MAXN comments and a cheat sheet, and some other odds and ends. Ecodata Watch: We get […]


Monday Morning

. . Market Sentiment Watch: Busy week on the eco-data front,  Oil looks to be in need of a pause (speculative position is elevated long more than usual now), Natural gas running on heat but also needs a pause. In today’s post please find: The Week That Was, The Five Things, and some other odds […]


Wrap – Week Ended 6/11/21

. . Hello. We’d like to invite you to take a test drive of the site. Please contact Holdings Watch: We added to two EV related names and one infrastructure name last week. The blotter is updated Free Stuff Last Week:  BCEI – another common sense acquisition.  Questions and comments under The Wrap will […]

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