Archive for the 'COP' Category


14
Jul

Tuesday Morning – COP

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. . Market Sentiment Watch: U.S. / China relations may come into more question soon over South China Sea comments, Oil markets focused on OPEC data today and OPEC JMMC recommendation tomorrow, We’re seeing Covid cases in the U.S. noted more frequently in energy related stories now. 15 states and DC issue joint MOU targeting […]


30
Apr

Thursday Morning – COP, AR

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. . Market Sentiment Watch: Dr. Fauci called remdesivir “a drug that can block this virus” … more of this please; test it and scale up please. In energy land: The Department of Energy and the Treasury are examining bridge loan or other financing for E&Ps. Cue uproar. No we don’t see this impacting U.S. […]


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 […]


29
Oct

Tuesday Morning – COP, Earnings Previews

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. . Market Sentiment Watch: Energy focused on OPEC+ member comments and inventories. In today’s post please find another set of earnings previews, comments on the COP quarter, the oil inventory preview, and some other odds and ends.  Ecodata Watch: We get Case-Shiller at 9 am EST (no forecast, last read was 3.2%), We get […]


29
Aug

Thursday Morning

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. . Market Sentiment Watch: China news dominating futures again after group got a bit of a pop yesterday off the oil inventory number (still quite the dislocation we have between upstream names including free cash flow low leverage ones with high margins and oil). In today’s post please find the oil inventory review (monster […]

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