Archive for the 'BE' Category


12
May

Tuesday Morning – MGY, BE, COG

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. . Market Sentiment Watch: Energy Eyes are on the monthly trio of reports due out this week with the EIA leading off later today with the STEO where we expect to see another round of supply forecast cuts. We get the OPEC Monthly Tomorrow (probably much smaller incremental cut to 2020 oil demand) and […]


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. […]


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 […]


10
Jan

Friday Morning – Inventory Review, Import~Exports Charts, BE

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. . Market Sentiment Watch:  In today’s post please find the the natural gas review (smaller than expected, much bigger draw next week but still small for time of year), a set of natural gas import/export figures (net exports are jumping), a quick BE comment and cheat (also note they announced a quick deploy micro […]


13
Nov

Wednesday Morning – BE, COG

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. . Market Sentiment Watch: In today’s post please find the early read on oil inventories (API tonight, EIA tomorrow), the early read on natural gas inventories (very near peak storage now), an updated set of comments and cheat sheet for BE (see link), comments and an updated cheat sheet for COG, and some other […]

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