Archive for the 'COG' 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 […]


01
May

Friday Morning – COG, RRC, SWN

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. . Market Sentiment Watch: By the end of today some 28 states will be at least partially reopened. The White House is rumored to be weighing a number of retaliatory measures against China potentially including debt cancellation. In today’s post please find: the the natural gas review, comments on the COG quarter, comments on […]


11
Mar

Wednesday Morning – OPEC, COG

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. . Market Sentiment Watch: Rapid increase in U.S. confirmed corona cases of concern to markets. Market said to want more specifics on stimulus and containment/mitigation efforts. In today’s post please find: the oil inventory preview (API was a mixed bag after the close), the OPEC monthly update (massive cut to demand; not however that […]


21
Feb

Friday Morning – COG, FSLR

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. . Market Sentiment Watch: Coronavirus in or out of focus depending on when you look. Yesterday relatively less concern was cited among reasons for oil to continue its recent mini-recovery. Today concern of expansion to South Korea and within Chinese prisons has markets back on edge. Delays in supply chains are going to be […]


04
Feb

Tuesday Morning – COG, COP

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. . Market Sentiment Watch: Virus impacts for some reason appear to be less of a big market concern this morning. On the energy front, OPEC’s technical committee meets today and should by tomorrow suggest a size for any potential further production cuts to be enacted by OPEC+.   In today’s post please find the early […]

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