. . Market Sentiment Watch: Payrolls Friday but it's U.S. and China at the G20 later this month that everyone cares about as the White House seeks to arrive at a trade deal by then. In the energy space we've seen three lackluster deals in a week. We've owned none of the names in question having […]
. . Market Sentiment Watch: Payrolls Friday. In today's post please find the the natural gas review (another smaller than expected injection that increased the deficit to the five year average, expect a slightly large injection next week on milder weather but also a new record level for ExMex), comments on the EOG quarter (strong financials on […]
. . Market Sentiment Watch: In today's post please find the natural gas storage review (bigger than expected but smaller than year ago and five year average despite mild weather and the giant dry gas gap to year ago production levels), comments on the coming week's injection, comments on the PE quarter (big beat, standout quarter […]
. . Market Sentiment Watch: Energy news flow getting busier. In today's post please find the oil inventory review (weak headline numbers, strong internals including all time record oil and distillate exports – see the Oil Inventory Review section below), the natural gas preview (consensus for today's withdrawal continues to grow), comments on a number of names […]
. . Market Sentiment Watch: Busy day. In today's post please find comments on the 4Q17 results from CPE, EOG, RSPP, OAS, and XOG, the oil inventory preview, the natural gas inventory preview (draw there still looks high to us), and some other odds and ends. Our comments on the reporting names may be briefer in places than usual […]
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