Archive for the 'MTDR' Category


19
Aug

Thursday and Friday

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. . Market Sentiment Watch: Nervous markets on Fed minutes hangover (see Commodities Watch) and Covid numbers (we note Goldman lowered their U.S. GDP forecast on Delta). In today’s post please find: the oil inventory review (positive side of neutral type report), the natural gas preview (Street continues to anticipate a lower build this week; […]


17
Oct

Thursday Morning – Dualing Inventory Reports, 3Q19 Preview 1

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. . Market Sentiment Watch: Brexit – tentative deal reached (now both parliaments need to vote). China says tariffs must be removed to strike deal. In today’s post please find the oil inventory preview (API showed a monster build after the close), the natural gas preview, Part 1 of our pre quarterly report thought tables, […]


18
Sep

Wednesday Morning – MTDR

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. . Market Sentiment Watch: Fed day. Energy eyes await some sort of Saudi+ response which may take weeks to arrive. In today’s post please find the oil inventory preview, the natural gas storage early read, comments and a cheat sheet for MTDR (see also positions page), and some other odds and ends.  Ecodata Watch: We […]


01
Aug

Thursday Morning – Earnings Avalanche

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. . Market Sentiment Watch: In today’s post please find the oil inventory review (better than expected headline numbers, internals a little less bullish; expect better demand next few reports – notably oil stocks are now down on the year), the natural gas preview, and some other odds and ends.  Due to the number of […]


17
May

Friday Morning

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. . Market Sentiment Watch: Trade worries in focus, still.  In today's post please find the the natural gas review (in line with Street expectations injection; next week look for a smaller injection as LNG exports hit  new highs this week), the state and region U.S. oil production charts with rig counts, comments and an updated […]

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