Archive for the 'COG' Category


13
May

Monday Morning – The Week That Was, COG

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. . Market Sentiment Watch: Light load on the economic data release front. Market to be focused on China (U.S. threatened China to not retaliate) in the wake of no deal last week. China said it will retaliate on June 1 and equity futures are off sharply in response. In energy land we get monthly reports […]


26
Apr

Friday Morning – COG

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. . Market Sentiment Watch:  In today's post please find the the natural gas review (in line injection; expect a bigger, likely record build next Thursday as we continue to wade into the slack demand prompted by the mildness of this spring), comments on the SWN quarter (beat, no change to guidance, story continues to […]


08
Mar

Friday Morning – COG

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. . Market Sentiment Watch: China exports in focus (down 20% in February, well below expectations though note that China's oil imports hit their second highest level). In today's post please find the the natural gas review (bigger than expected, more to come, trough and peak forecasts falling), comments and a cheat sheet update for COG, […]


22
Feb

Friday Morning – COG, PE

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. . Market Sentiment Watch:  In today's post please find the the natural gas review (bigger than expected withdrawal, trough forecast revised lower), the oil inventory review (positive side of neutral in our view, as weeklies go highlighted by a new record high for U.S. oil exports and product draws along with the expected negative […]


14
Nov

Wednesday Morning – COG, SWN

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. . Market Sentiment Watch: All eyes remain on oil while gassy sentiment slowly improves with a spike in natural gas prices that's not built to last (it's typically weather loaded and well overdone, especially given this morning's move). In today's post please find the oil inventory preview (due out tomorrow due to the holiday, looking […]

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