. . Market Sentiment Watch: Time for a pause. Quiet energy news day. There is a story on retroactive rents on federal lands for wind and solar. 2 years of bills, total is about $50 mm for this year hitting < 100 projects in the U.S. sited on federal lands. Not the best timing, comes […]
. . Market Sentiment Watch: By the end of today some 28 states will be at least partially reopened. The White House is rumored to be weighing a number of retaliatory measures against China potentially including debt cancellation. In today’s post please find: the the natural gas review, comments on the COG quarter, comments on […]
. . Market Sentiment Watch: “Dow closes out worst quarter in history” “Terrible quarter for energy” with S&P Energy down 51%. Our largest position, COG, was down $0.04. Our next 4 positions are renewables. Yes, we have many many names that fall massively during the quarter but what we own has staying power and so […]
. . Market Sentiment Watch: Sloppy market conditions continue as virus fear continues to spread. Saudi is cutting crude shipments to China and OPEC+ is increasingly expected to be forced to deliver a larger than previously recommended by JTC cut. OPEC+ meets March 5th, 6th. In today’s post please find: the natural gas review (smaller […]
. . Market Sentiment Watch: Huge day for data (see below) including both the oil and natural gas inventory reports. Generally this is a slow day and week for energy sector news flow. In today’s post please find comments and a cheat sheet update on RRC, the oil and natural gas inventory previews, and some […]
Zman's Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette