Archive for the 'MGY' Category


22
May

Friday Morning

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. . Market Sentiment Watch: China quits GDP target for 2020 due to Covid-19 while activating massive stimulus. Recent reports have shown a sharp increase in oil demand (nearly back to pre Covid levels) but oil took the news on the chin overnight.  Trump Administration grants royalty relief to some E&Ps. This appears to be […]


12
May

Tuesday Morning – MGY, BE, COG

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. . Market Sentiment Watch: Energy Eyes are on the monthly trio of reports due out this week with the EIA leading off later today with the STEO where we expect to see another round of supply forecast cuts. We get the OPEC Monthly Tomorrow (probably much smaller incremental cut to 2020 oil demand) and […]


23
Mar

Spring Break (sort of) – The Monday to Wednesday Post

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. . Market Sentiment Watch: Covid-19 response on the market’s mind. We had a number of things to say on our group, natural gas, employment in the space and renewables area at the top of posts last Monday, and Wednesday to Friday.  Please take a look if you missed them. OPEC + remained MIA over […]


12
Mar

Thursday Morning – MGY

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. . Market Sentiment Watch: Coronavirus impacts in the market driver’s seat. The market is focused on congressional doctor’s comment of 70 to 150 mm Americans potentially contracting Covid-19. Futures again tumbling this morning. U.S. suspends travel to the EU for the next 30 days.  In today’s post please find: the oil inventory review (mixed […]


20
Feb

Thursday Morning – PE, MGY, PXD

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. . Market Sentiment Watch: Getting busier as earnings season rolls along. People want upstream to increase dividends and so far this season that’s a go where feasible (FANG, CXO, DVN all increased yesterday). In today’s post please find: the oil inventory preview (API was a mixed bag) (11 am EST), the natural gas inventory […]

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