Archive for the 'Gassy' Category


07
Jun

Friday Morning – Mexico, Payrolls, and the OPEC+ Roll

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. . Market Sentiment Watch: Mexico Tariffs, NFP, and a likely roll of OPEC+ cuts in focus. In today's post please find the the natural gas review (bigger than expected injection, storage remains 10% above last year's levels, 11% below the five year average; next week we again expect a smaller injection as generation picks up), a note […]


29
May

Wednesday Morning – Gassy Players Update

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. . Market Sentiment Watch: Broad market focused on heightened fear of recession as some Street firms downgrade near quarter US GDP, bond market flashes warning, and U.S. officials note we may or may not get a deal with a China. In energyland, this is typically a slow week for energy news flow and that appears […]


10
Apr

Wednesday Morning – AR, Gassy Players

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. . Market Sentiment Watch: Energy eyes on Venezuela (another national power outage), Libya (fighting continues around Tripoli), the increasing possibility of Iran waivers, and today's OPEC monthly.  In today's post please find a cheat sheet update for NGL and natural gas size player AR, a Gassy Players update table, the oil inventory preview (another build expected […]


13
Mar

Wednesday Morning – MR, Gassy Players Update

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. . Market Sentiment Watch: Markets should be eying trade talks (lack of progress with EU, unknown real progress with China) and Brexit. In today's post please find the oil inventory preview (directionally normal report expected for EIA; API was more bullish), the natural gas preview (potentially the last of the big withdrawals of the season, […]


17
Jan

Thursday Morning

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. . Market Sentiment Watch: Markets remain fairly nonchalant regarding shutdown, 4Q earnings, China, mixed oil inventory data, etc. In today's post please find the oil inventory review (mixed bag, see Oil Inventory Review slide show below), the natural gas preview (one more small one, then the withdrawals will grow sharply), comments on the OPEC Monthly (reflects the […]

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