Archive for the 'Catalyst List' Category


13
Jul

Friday Morning – PE

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. . Market Sentiment Watch: Summer doldrums continue. We continue to prep for the 2Q18 reporting season. In today's post please find the the natural gas review (in line, increased the deficit to the five year average to back over half a Tcf; look for a similar sized injection next week), an updated catalyst list […]


12
Jul

Thursday Morning – JAG

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. . Market Sentiment Watch: Trade war fears looming larger  … again. In energy land news flow remains characteristically-for-time-of-year quiet. Expect a pickup beginning next week. In today's post please find the oil inventory review (monster crude draw on a temporary sag in imports, otherwise a positive side of neutral type report), the natural gas preview, […]


11
Jul

Wednesday Morning – OPEC, FANG

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. . Market Sentiment Watch: Trade war fears refreshed overnight along with concern about NATO. Energy group sentiment gradually turning more positive despite re-widened differentials for the Permian. In today's post please find the oil and natural gas inventory previews, comments on the OPEC MOMR (their initial demand target for 2019 was exactly in line with the top […]


10
Jul

Tuesday Morning – CPE

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. . Market Sentiment Watch: Energy groups, especially upstream, seeing increasing in front of 2Q18 continues. In today's post please find the oil inventory preview and  catalyst list update and cheat sheet update for CPE as we prepare for the coming 2Q18 reporting season, and some other odds and ends.  Ecodata Watch: The NFIB small business index came […]


06
Feb

Tuesday Morning – Catalyst List Update, LPI

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. . Market Sentiment Watch: Almost all eyes on a suddenly nervous broad market back drop. Upstream not paying as much attention as it and Service have not adequately discounted current oil prices and strip. In today's post please find Catalyst Update Part 2, the early read on oil and natural gas inventories, comments and […]

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