Archive for the 'MGY' Category


26
Sep

Thursday Morning – Oil Review, Gas Preview, Renewables, BE, MGY, VWDRY

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. . Market Sentiment Watch: D.C. and China front and center. In today’s post please find the oil inventory review (mixed bag, crude stocks in line with 5 year average as net imports continue to make week of year record lows, both products improved vs their year ago and five year average levels), the natural […]


16
Aug

Friday Morning – MGY

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. . Market Sentiment Watch: More August than usual August; no one cares about anything at the moment, we continue to plan some changes (Holdings Watch) with an eye towards high grading. In today’s post please find the OPEC Monthly summary (they referred to oil fundamentals as bearish for the rest of the year after […]


07
Aug

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Tariff war fears weighing on energy sentiment more than anything at this time (for commodities (worry over demand) and equities(dislocated from commodities already)). In today’s post please find the oil inventory preview (consensus looking for more crude draws, Cushing coming down and API reflected in line draws on both oil […]


10
May

Friday Morning – JAG, MGY

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. . Market Sentiment Watch: China deal influenced week comes to a head today. In today's post please find the the natural gas review (in line, expect a slightly bigger build next week but note power burn and LNG in the table in the Commodities Watch section below), comments on the JAG quarter (miss on timing, […]


07
May

Tuesday Morning – More Earnings

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. . Market Sentiment Watch: China back in everyone's focus. We get the new EIA STEO today (no good read on this month's change to the L48 oil forecast other than a suspicion that the forecast gets pushed out into the future). In today's post please find comments on the HPR quarter (in line, reiterates […]

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