. . Market Sentiment Watch: Stimulus appears closer. In today’s post please find: the oil inventory preview (crude build, product draws expected; would not be at all surprised to see sizable bounce in gasoline demand and a reversal lower in net imports), the natural gas inventory preview (biggest withdrawal of the season to date; expect […]
. . Market Sentiment Watch: Eyes on last economic data before the election, tech earnings, the polls, Covid, and maybe terrorism concerns. In today’s post please find: the natural gas review (smaller than expected by Street and just above the upper end of our thoughts from last Friday … no change to our long held […]
. . 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 […]
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