. . Market Sentiment Watch: Big week for energy data with first of the year outlooks from EIA, OPEC and IEA. The EIA STEO, due out tomorrow, will contain the report’s first guesstimates on 2021. In today’s post please find The Week That Was, comments and a cheat sheet update for LPI,and some other odds […]
. . Market Sentiment Watch: All eyes remain on the Middle East as events appear to be cascading; long dormant risk premium awakens. Payrolls at week’s end to be closely watched as well. In today’s post please find The Week That Was, the 5 Things, LPI reserves, and some other odds and ends. In case […]
. . Market Sentiment Watch: Futures fall on word of a delay of deal in China as USMCA takes front seat. In today’s post please find the early read on oil inventories, the early read on natural gas inventories, comments on gassy player debt levels, comments on LPI Z4 upside targets with a new […]
. . Market Sentiment Watch: Yet another pile of earnings reports; more of a mixed today. In today’s post please find the oil inventory preview, the natural gas inventory preview, comments on the LPI quarter (strong numbers on pre-announced volume beat, interesting acquisition), comments on the PE quarter (good quarter, Street missed, good guidance all […]
. . Market Sentiment Watch: In today’s post please find the oil inventory preview (we get inventories tomorrow not today due to the holiday), the natural gas inventory preview, updated comments and a cheat sheet with a 2020 model revisit for LPI after they pre announced better than expected results, and some other odds and […]
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