Archive for the 'OPEC' Category


11
Mar

Wednesday Morning – OPEC, COG

Print Friendly, PDF & Email

. . Market Sentiment Watch: Rapid increase in U.S. confirmed corona cases of concern to markets. Market said to want more specifics on stimulus and containment/mitigation efforts. In today’s post please find: the oil inventory preview (API was a mixed bag after the close), the OPEC monthly update (massive cut to demand; not however that […]


10
Oct

Thursday Morning – LPI

Print Friendly, PDF & Email

. . Market Sentiment Watch: China trade talks bore no fruit, China representatives rumored to be leaving a day early. In today’s post please find the oil inventory review (mixed bag, bigger than expected oil build, bigger than expected product draws (see distillates now down 9% to 5 year average in front of winter – […]


10
Dec

Monday Morning – OPEC Summary, XOG

Print Friendly, PDF & Email

. . Market Sentiment Watch: OPEC more than delivered (factoring in other adjustments – see comments in the stuff section, archived under OPEC). More eyes now shift back to U.S. / China trade relations as the year winds down and this week's economic data is less key than last week's. In energyland we will get […]


01
Dec

Macro Friday

Print Friendly, PDF & Email

. Market Sentiment Watch:  In today's post please find the natural gas inventory review (roughly in line with expectations prompting modest reduction in the YoY and 5 year average deficits, the crude production by state and region graphs (bigger than expect step up in production this month but only when compared to storm impacted August […]


30
Nov

OPEC Thursday

Print Friendly, PDF & Email

. . Market Sentiment Watch: All eyes on OPEC. In today's post please find the oil inventory review (mixed bag report, bearish side of neutral on product inventory builds but demand hits that caused them should be extremely transitory), the natural gas preview (smaller sequential and smaller YoY report expected), comments on WLL, the Bakken multiples table, and […]

Zman's Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette

s2Member®