. . Market Sentiment Watch: OPEC+ meeting in focus today. In today's post please find comments on the 176th OPEC meeting, the early read on oil inventories, the early read on natural gas inventories (we get both reports on Wednesday), the Permian Players Group 1 short form table, the Permian Players group 2 table, the […]
. . Market Sentiment Watch: All energy eyes focused on EIA inventories today OPEC and IEA Thursday and Friday. In today's post please find comments on the STEO (they actually cut forecast oil production), the oil inventory preview (consensus again expects benign readings but API was again bearish), the natural gas inventory preview (consensus is falling […]
. . Market Sentiment Watch: Market eyes shift back from Mexico to China. Energy eyes remain fixed on the STEO today, oil inventories tomorrow, and the OPEC and IEA Monthlies (with IEA providing their first 2020 guess) later in the week. In today's post please find the Bakken Players update, the early read on oil […]
. . Market Sentiment Watch: Energy oils remain focused on oil waivers (it's not settle yet). In today's post please find comments on the RRC quarter (solid quarter from volumes, pricing and costs perspective, no change to guidance which should be welcome), the early read on oil inventories (more of the same type of weekly […]
. . Market Sentiment Watch: China GDP, shutdown on market's mind relative to global and domestic GDP drags. Energy earnings slowly starting. In today's post please find The Week That Was, the Bakken Players update (expanded and archived under Bakken), the Permian Players update (archived under Permian), comments on the HAL quarter (beat but little red meat), comments […]
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