Archive for the 'AR' Category


30
Jul

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

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. . 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 […]


16
Jun

Tuesday Morning – Gassy Players Update

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. . Market Sentiment Watch: Futures keying off $1 T U.S. infrastructure potential proposal Market watching Covid numbers in U.S. and again in China now, Flight data shows a slow bumpy ride higher, One Fed governor yesterday noted U.S. labor market showing signs of stabilization, Iran is not responding to requests by the IAEA to […]


15
May

T.G.I.F.

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. . Market Sentiment Watch: Increasing U.S. / China tensions, reopening concerns color futures. In today’s post please find: the natural gas review, comments and a cheat sheet update for AR, a quick pro forma cheat sheet update for CRK, a cheat sheet for COG as a quick reference to CRK on request, and some […]


30
Apr

Thursday Morning – COP, AR

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. . 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. […]


14
Apr

Tuesday Morning – AR

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. . Market Sentiment Watch: Market trading on hope ahead of 1Q20 earnings season. In today’s post please find: the early read on oil inventories (monster builds expected across the board), the very early read on natural gas inventories (in line with our short term supply/demand model), comments and a cheat sheet on AR, Subscriber […]

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