Archive for the 'GPOR' Category


25
Aug

Tuesday Morning

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. . Market Sentiment Watch: Eyes on Laura – potentially a Cat 3 storm at landfall at the TX/LA state line. Majority of Gulf of Mexico production off line through Friday.  EIA interactive map here. Market eyes on increased Covid cases in Asia, some increases in Europe, falling cases in U.S.  Oxford says it plans […]


05
Aug

Wednesday Morning – Earnings Avalanche Day 2

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. . Market Sentiment Watch: Covid-19 relief bill looking like end of week now, BP (unowned) cut their dividend and it is letting oil production fall, Please note this is a busy earnings week for us. Some of our comments may be more brief than usual. If something is not clear please ask in the […]


02
Jun

Tuesday Morning – PE, GPOR

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. . Market Sentiment Watch: Civil unrest not apparently a concern for markets. Should be but it’s not. Market is focused on re-openings. Market is not focused on employment. May 2020 saw record issuance of stock via secondaries. OPEC still undecided at this hour on accelerating meeting to this week. Oil looking technical and a […]


18
May

Monday Morning – The Week That Was, GPOR

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. . Market Sentiment Watch: Much lighter week on the economic data front, Much lighter week on the energy data reporting agency front, Many market eyes are trained on middle America for directionality on Covid-19; So far so good according to HHS (Texas data less encouraging), China has been increasing lockdowns again, Bloomberg reports however […]


08
May

T.G.I.F.

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. . Market Sentiment Watch: This is a high volume reporting day. Some of our comments are more brief than usual. If something is not clear please ask in the comments section. In today’s post please find: the natural gas review (in line storage build; big build next week on odd mix of weather; but […]

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