Archive for the 'BWEN' Category


28
May

Thursday Morning – Dueling Inventory Reports

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. . Market Sentiment Watch: Energy eyes concerned about Russian thoughts on easing or extending cuts (yes, again) and the coming OPEC+ meeting, Market eyes on U.S. / China tensions (on multiple fronts) as congress prepares sanctions. In today’s post please find: the natural gas inventory preview (consensus is drifting a bit below us, expect […]


21
May

Thursday Morning – BWEN

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. . Market Sentiment Watch: Automakers are seeing sales start to rebound, Automakers are also somewhat shakily restarting production with two facilities that just went back to work temporarily shuttered again due to Covid cases among the workforce (yesterday) and parts shortages are impacting production as well (today), Tensions between the U.S. and China over […]


13
May

Wednesday Morning – GDP, BWEN

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. . Market Sentiment Watch: Market watching for further signs of deflation. Nice bump in BWEN yesterday, more comments below but if you missed our free piece last week please take a look here as well. In today’s post please find: the oil inventory preview, the natural gas inventory preview, the OPEC MOMR table (bigger […]


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 […]


28
Apr

Windy Tuesday Morning

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. . Market Sentiment Watch: Covid-19 – seeing better numbers in many places. Major states including Texas are about to attempt to slowly get back to business. In today’s post please find: the early read on oil inventories (more big builds expected, but not as big as in recent weeks), the very early read on […]

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