. . Market Sentiment Watch: News flow is picking up. In today’s post please find a trade noted in the Holdings Watch section, the early read on oil inventories, the very early read on natural gas inventories, generation capacity graphs (coal still falling big, natural gas, wind, solar all rising) and planned adds, natural gas […]
. . Market Sentiment Watch: Energy earnings season starting to heat up. In today’s post please find the oil inventory review (slightly positive side of neutral report, crude improved to both year ago and five year average levels but this was a Barry impact skewed report and production which drove the monster crude draw will […]
. . Market Sentiment Watch: Market eyes on Powell testimony later this morning. In today's post please find the oil inventory preview (API was big overnight, for EIA we're looking for higher gasoline demand and lower net crude imports), the natural gas inventory early read, an expanded Gassy Player short form table, a comp table for […]
. . Market Sentiment Watch: Market eyes are on 3M. Our eyes are on energy earnings (refiners, oil service, big cap gassy and more in focus today before things get busier tomorrow and especially next week). In today's post please find the oil inventory review (bigger than expected crude build but it's a low quality miss […]
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