Archive for the 'MR' Category


08
Nov

Friday – MR, BE, JAG, FLMN

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. . Market Sentiment Watch: Doubts over trade deal resurface. In today’s post please find the the natural gas review (smaller than expected injection with draws in 2 regions; look for a smaller build next week as our long held end of season storage peak estimate starts to look a bit conservative), comments on the […]


24
Oct

Thursday Morning – BCEI, RRC, MR

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. . Market Sentiment Watch: Market eyes another China olive branch. In today’s post please find the oil inventory review (better than expected headline numbers; also record gasoline demand for week of year, 2nd highest oil exports, record low net oil imports), the natural gas preview (Street looking for a better (lower) build than we […]


25
Sep

Wednesday Morning – Vestas

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. . Market Sentiment Watch: Market focused on impeachment, China trade (bearish comments overnight), energy focused on Saudi, inventories. In today’s post please find the oil inventory preview (benign report expected by the Street; we’re more likely to see bigger builds near term, watching exports, watching for an unexpected gasoline draw), the natural gas inventory […]


24
Sep

Tuesday Morning – JKS

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. . Market Sentiment Watch: Weaker data in Europe and Japan. In today’s post please find the early read on oil inventories, the early read on natural gas inventories, a cheat sheet and comments for JKS, comments on MR, and some other odds and ends.  Ecodata Watch: We get Case-Shiller home prices at 9 am […]


10
Sep

Tuesday Morning – Gassy Players Update

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. . Market Sentiment Watch: Energy gaining traction with a good amount of short covering in progress; see thoughts on this week’s oil news flow in the Commodity Watch section.  In today’s post please find an updated cheat sheet for high margin gassy player CRK, the Gassy Player update, a couple of other cheat sheet […]

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