Archive for the 'LBRT' Category


29
Jul

Wednesday Morning – BE, LBRT

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. . Market Sentiment Watch: Covid and Tech antitrust hearings on the market’s mind. In today’s post please find: the oil inventory preview (benign expectations; for what it’s worth, API reported a mixed set of numbers headlined by a large crude draw), the natural gas inventory preview, a number of natural gas weekly data slides, […]


17
Jun

Wednesday Morning – LBRT

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. . Market Sentiment Watch: China partially locking back down. Big jump in U.S. mortgage demand. Some airlines reporting June revenues now expected to be not quite as bad as previously expected. U.S. gasoline demand continues to creep higher. Housekeeping Watch:  A bored Z is a terrible thing to waste.  He’s lazy and unproductive.  Both […]


29
Apr

Wednesday Morning

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. . Market Sentiment Watch: Fed speak day. Market eying state re-openings … would not expect a bump in cases if they result from re-openings for about 2 weeks. Meanwhile Germany is seeing rising cases and may go tighter again. In today’s post please find: the oil inventory preview (more monster builds expected but less […]


11
Feb

Tuesday Morning – LBRT, BWEN

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. . Market Sentiment Watch: Energy eyes on the big 3 monthlies starting today with the STEO. In today’s post please find the early read on oil inventories (expectations are better than the five year average moves for this week of the year), the very early read on natural gas inventories (super low withdrawal due […]


06
Feb

Thursday Morning – LBRT, VWDRY

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. . Market Sentiment Watch:  Energy eyes on OPEC recommendation. In today’s post please find the oil inventory review (better than expected as weeklies go, with oil, gasoline, and distillates all improving to their 5 year average and EIA making the odd choice(for them) to reduce reported L48 oil production … this likely is a […]

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