Archive for the 'Gassy' Category


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 […]


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), […]

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