Archive for the 'AR' Category


25
Aug

Tuesday Morning

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. . Market Sentiment Watch: Eyes on Laura – potentially a Cat 3 storm at landfall at the TX/LA state line. Majority of Gulf of Mexico production off line through Friday.  EIA interactive map here. Market eyes on increased Covid cases in Asia, some increases in Europe, falling cases in U.S.  Oxford says it plans […]


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. […]

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