Archive for the 'BCEI' Category


23
Jun

Tuesday Morning – JKS, Wind

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. . Market Sentiment Watch: WHO reported a single day record for new Covid cases yesterday, Market continues to largely shrug off new case rises in the U.S. (despite spikes in large states from east to west and comments about re-closings), China deal concern overnight prompted a brief market dip (until Navarro reversed his comment […]


03
Jun

Wednesday Morning – BCEI, MR

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. . Market Sentiment Watch: Market eyes focused more on reopening than on unemployment, protests, Covid-19.  Energy eyes focused on OPEC+ Housekeeping Watch: Repeating yesterday’s comments:  It’s that doldrums time of year. Even though so far the market has failed to “go way in May” things are generally quiet this time of year in energy […]


08
May

T.G.I.F.

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. . Market Sentiment Watch: This is a high volume reporting day. Some of our comments are more brief than usual. If something is not clear please ask in the comments section. In today’s post please find: the natural gas review (in line storage build; big build next week on odd mix of weather; but […]


23
Apr

Thursday Morning BCEI, CLB

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. . Market Sentiment Watch: Oil:  Not all negative yesterday (monster builds to be sure but not for gasoline) and we are seeing or hearing about curtailment announcements almost daily now and expect this to accelerate as storage tightens.  Cushing is weeks away from tank tops while the U.S. is at 60% of capacity (through […]


17
Mar

Tuesday Morning – BE, BCEI

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. . Market Sentiment Watch: No change from yesterday’s coronavirus thoughts other than to add we’re seeing an increase in news flow regarding vaccine tests and treatment tests. It’s going to take some time and the daily numbers in the states are going to be eye opening to those not well versed in exponential growth. […]

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