Archive for the 'COG' Category


08
Oct

Thursday Morning – GDP, COG, Oil Inventory Slide Show, Natural Gas Storage Preview

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. . Market Sentiment Watch: Market is watching for perhaps a modest amount of stimulus progress. In energyland, news flow is beginning to pick up. Today is National Hydrogen and Fuel Cell Day (1008 due to Hydrogen’s atomic weight of 1.008).  Webinar of interest here today at 12 pm EST. In today’s post please find: […]


18
Aug

Tuesday Morning – COG, GDP, HCAC

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. . Market Sentiment Watch: In energyland OPEC calls for compliance vigilance. In today’s post please find: the early read on oil inventories (across the board draws), the very early read on natural gas inventories (early consensus is smaller than we expect), comments on COG with new upside targets and a cheat sheet update, comments […]


31
Jul

T.G.I.F.

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. . Market Sentiment Watch: Strong tech earnings in focus, Nonfarm payrolls next week, In DC, congress appears to be far from agreeing on the next Coronavirus bill, We have a very busy week next week (please see the Calendar near the bottom of today’s post). In today’s post please find: the natural gas review […]


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 […]

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