Archive for the 'Gassy' Category


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 […]


02
Jan

Wednesday Morning – 2019 Gassy Thoughts

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. . Market Sentiment Watch: 2019 to continue where 2018 left off – the U.S. government remains shuttered and while we have NFP on Friday all eyes are on any color around U.S. / China talks as China data edges lower. Equity futures are off sharply to start the new year. In energyland, this is traditionally […]


03
Oct

Wednesday Morning – PXD

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. . Market Sentiment Watch: Markets will be listening to 5 Fed speakers today including Powell. Not expecting much new (good economy with low unemployment expected to continue). In energy land look for lots of headlines out of Russia's energy week meeting. In today's post please find the oil inventory preview (another benign looking report expected), […]


28
Sep

Friday Morning – Gassy Players

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. . Market Sentiment Watch: In today's post please find the OPEC graphs, the natural gas review (much smaller than expected injection; see revisions to our 2018 E Peak, next week look for a bigger injection on milder weather), the gassy players table (very little change in prices over the last month despite firming gas – […]


29
Aug

Wednesday Morning – RRC, Gassy Players Update

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. . Market Sentiment Watch: Doldrums of summer continue with more light volume showings yesterday in the group and in the commodities. In today's post please find an updated cheat sheet for RRC, a Gassy Players update with the ECR pro forma read added to the table, and some other odds and ends.  Ecodata Watch: We get the 2Q18 GDP […]

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