. . In today’s post please find: the very early read on natural gas inventories (Street consensus forming up just under us but the headline is a bigger withdrawal but far short of year ago levels and next week’s number will be similarly dismal as well due to pervasive mildness), a requested look at CRC […]
. . Market Sentiment Watch: Sloppy market conditions to continue after the U.S. announces first apparent community transmission of the virus. Administration officials put a vaccine at 12 or more months out. International spread also breading additional market panic. Meanwhile, in the energy space oil continues to sink as demand continues to slow and we […]
. . Market Sentiment Watch: Increased concern over the if/when/how of a China/US phase 1 trade deal with comments now leaning towards an effort by China to expand the scope of Phase I and threats by the US of higher tariffs if a deal can’t be reached. In today’s post please find the oil inventory […]
. . Market Sentiment Watch: Ridiculous. Sentiment in the space at new 2019 low after tweet driven oil slump. We see that as overdone and technical. In today’s post please find the the natural gas review (bigger than expected by Street or Z4, comments on the EOG quarter (in line, may get hit early but […]
. . Market Sentiment Watch: Getting a little busier. In today’s post please find the early read on oil inventories (one more week of Barry impacted numbers), the very early read on natural gas inventories, comments on the OPTT quarter, comments on BCEI, comments on REI, comments on CRC, and some other odds and ends. […]
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