Archive for the 'GPOR' Category


09
Oct

T.G.I.F.

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. . Market Sentiment Watch: Energy eyes on GOM and GC infrastructure. Good Luck / Stay Safe Lake Charles and gulf coast people in general. GOM curtailments surpassed the single day record this season yesterday (more shut in than under Laura or Sally on a single day basis), Energy eyes also on Saudi and early […]


29
Sep

Tuesday Morning – FLMN, BLDP and more

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. . Market Sentiment Watch: Eyes on debate tonight, Covid numbers, increasingly economic data heavy schedule as the week progresses. In today’s post please find: the early read on oil inventories (benign looking early read, SPR saw another sizable withdrawal, looking for 2nd week of distillate stock reduction), comments and a cheat sheet update for […]


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 […]

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