10
Mar
. . Market Sentiment Watch: Inflation readings on market’s mind, OPEC Monthly (due out tomorrow) should be on energy players’ minds. Nasdaq/Tech on the renewables players’ minds. In today’s post please find: the oil inventory preview (the beginning of a return to normalcy), the natural gas inventory preview (small but trending towards the expected trough […]
Posted in AR, ARRY | 61 Comments »
18
Feb
. . Market Sentiment Watch: Busy earnings day. Energy eyes on Texas. In today’s post please find: the oil inventory preview, the natural gas inventory preview (biggest of season to be followed by near record next week), comments on the BCEI quarter, comments on the AR quarter, comments on VWDRY and BWEN the PXD and […]
Posted in AR, BCEI, BWEN, Uncategorized, VWDRY | 68 Comments »
12
Jan
. . Market Sentiment Watch: Market eyes sort-of-maybe on D.C. machinations (can’t really tell the market cares much), Covid cases remain high leading to extended re-lockdowns in Europe, Asia. In the U.S. vaccinations are accelerating and the vaccinated count is near 9 mm. Energy eyes on EIA STEO today (and we would not be surprised […]
Posted in AR, GOEV, Uncategorized | 94 Comments »
13
Nov
. . Market Sentiment Watch: Covid and re-lockdowns should probably be on the market’s mind. In today’s post please find: the oil inventory review (oddball report on balancing swing), the natural gas preview (small pull expected), comments on BWEN, comments on AR, and some other odds and ends. Ecodata Watch: We get PPI at 8:30 am […]
Posted in AR, BWEN, KCAC, QS | 80 Comments »
29
Oct
. . Market Sentiment Watch: Market and energy eyes on Covid and lockdowns (France and German announced new ones yesterday). In today’s post please find: the oil inventory review (mixed bag – the crude build was smaller than year ago, refiner through didn’t drop as some feared, exports jumped, and distillate stocks continued rapidly back […]
Posted in AR, CNX, COP, OII, PE, VWDRY | 68 Comments »