Archive for the 'AR' Category


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 […]


13
Feb

Thursday Morning – LPI, AR, BE

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. . Market Sentiment Watch: Coronavirus back in focus after a change in diagnosis methodology drove a big increase in cases overnight. In today’s post please find: the oil inventory review (negative as weeklies go give the much bigger than expected crude build but it’s a low quality miss there as it was just a […]


09
Dec

Monday Morning

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. . Market Sentiment Watch: Another busy week for energy news with all three big reporting agencies out with monthlies this week in the wake of the OPEC meetings. Oil is giving back some of Friday’s gains on weaker than expected China exports today (and apparently ignoring all time record China oil imports data out […]

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