09
Dec
. . 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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Posted in AR, Uncategorized | 55 Comments »
30
Oct
. . Market Sentiment Watch: Busy day and will get busier from here. . In today’s post please find the oil inventory preview (expecting positive looking numbers relative to consensus for crude and time of year; API was messy, literally, see below), the natural gas inventory preview (only a few injecting weeks left in the […]
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Posted in AR, CXO, ENPH, LBRT, Uncategorized | 98 Comments »
01
Aug
. . Market Sentiment Watch: In today’s post please find the oil inventory review (better than expected headline numbers, internals a little less bullish; expect better demand next few reports – notably oil stocks are now down on the year), the natural gas preview, and some other odds and ends. Due to the number of […]
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Posted in AR, CXO, LPI, MTDR, Uncategorized, wll | 176 Comments »
02
May
. . Market Sentiment Watch: Big economic data the next two days with energy eying U.S. inventories, the end of waivers (maybe, maybe not for some), Venezuela, Libya, and the Saudi move to change the bar for measuring a balanced market. In today's post please find the oil inventory review (negative as weeklies go, see Oil […]
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Posted in AR, LPI, MTDR, PE, PES, TPIC, Uncategorized, wll, wpx, WTI | 90 Comments »
10
Apr
. . Market Sentiment Watch: Energy eyes on Venezuela (another national power outage), Libya (fighting continues around Tripoli), the increasing possibility of Iran waivers, and today's OPEC monthly. In today's post please find a cheat sheet update for NGL and natural gas size player AR, a Gassy Players update table, the oil inventory preview (another build expected […]
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Posted in AR, Gassy, Uncategorized | 57 Comments »