Archive for the 'OPEC' Category


10
Dec

Monday Morning – OPEC Summary, XOG

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. . 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

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. 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

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. . 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 […]

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