Archive for the 'CRC' Category


27
Feb

Thursday Morning – Earnings Avalanche in the face of Virus Fear Market Drop

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. . 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 […]


20
Nov

Wednesday Morning – Inventory Preview, JKS

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. . 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 […]


02
Aug

Friday Morning – Earnings Avalanche Continues

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. . 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 […]


23
Jul

Tuesday Morning – BCEI and more

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. . 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. […]


03
May

T.G.I.F.

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. . Market Sentiment Watch: Ecodata in focus. In today's post please find the the natural gas review (bigger than expected injection (though not vs our implied level from Friday's and Monday's post; flow data suggests a smaller injection next Thursday), comments on the EOG quarter (beat and maintain), comments on the CRC quarter (beat and spoke to […]

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