. . Market Sentiment Watch: In energyland, all eyes on IEA comments which strike a more optimistic if not bullish tone relative to the OPEC MOMR color from yesterday ~ headline is demand exceeded supply in June and that stock draws are expected for the rest of the year despite a lower global demand forecast […]
. . Market Sentiment Watch: Strong tech earnings in focus, Nonfarm payrolls next week, In DC, congress appears to be far from agreeing on the next Coronavirus bill, We have a very busy week next week (please see the Calendar near the bottom of today’s post). In today’s post please find: the natural gas review […]
. . 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: Covid-19: Positives from Italy, Spain and potentially New York in terms of case numbers. Testing of treatments and vaccines continues to broaden. We expect this to be a process of absorbing waves of bad news. We see the market as largely factoring a quick return to normalcy and a V-up […]
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