Archive for the 'BE' Category


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 […]


08
Nov

Friday – MR, BE, JAG, FLMN

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. . Market Sentiment Watch: Doubts over trade deal resurface. In today’s post please find the the natural gas review (smaller than expected injection with draws in 2 regions; look for a smaller build next week as our long held end of season storage peak estimate starts to look a bit conservative), comments on the […]


11
Oct

Friday Morning

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. . Market Sentiment Watch: China and Iran in focus.  In today’s post please find the the natural gas review (Slightly bigger than expected injection, one of the last big ones of the season expected next week), comments on IEA’s monthly, comments on a micro cap mineral name (small cap high yield),  a few extra […]


26
Sep

Thursday Morning – Oil Review, Gas Preview, Renewables, BE, MGY, VWDRY

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. . Market Sentiment Watch: D.C. and China front and center. In today’s post please find the oil inventory review (mixed bag, crude stocks in line with 5 year average as net imports continue to make week of year record lows, both products improved vs their year ago and five year average levels), the natural […]


18
Sep

Wednesday Morning – MTDR

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. . Market Sentiment Watch: Fed day. Energy eyes await some sort of Saudi+ response which may take weeks to arrive. In today’s post please find the oil inventory preview, the natural gas storage early read, comments and a cheat sheet for MTDR (see also positions page), and some other odds and ends.  Ecodata Watch: We […]

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