Archive for the 'COP' Category


29
Oct

Thursday Morning – Mini Earnings Avalanche + Vestas

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. . Market Sentiment Watch: Market and energy eyes on Covid and lockdowns (France and German announced new ones yesterday). In today’s post please find: the oil inventory review (mixed bag – the crude build was smaller than year ago, refiner through didn’t drop as some feared, exports jumped, and distillate stocks continued rapidly back […]


20
Oct

Tuesday Morning – COP, PE, FANG

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. . Market Sentiment Watch: Market eyes watching stimulus machinations, and to a lessor extent Covid numbers in the States, Europe. Air traffic data are holding the line instead of retreating seasonally. In today’s post please find: the early read on oil inventories (Street sees more draws; we think they are light on the crude […]


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 […]

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