Archive for the 'TPIC' Category


20
May

Wednesday Morning – TPIC, EQT

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. . Market Sentiment Watch: We’ve been pointing out that tank tops are still pretty far away, as the U.S. sits at 62% of working capacity. Now SP Global Platts says “We now expect that we will stay below global tank tops . . . We will squeak by”. Quiet day for economic data today, […]


08
May

T.G.I.F.

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. . Market Sentiment Watch: This is a high volume reporting day. Some of our comments are more brief than usual. If something is not clear please ask in the comments section. In today’s post please find: the natural gas review (in line storage build; big build next week on odd mix of weather; but […]


07
Apr

Tuesday Morning – SWN

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. . 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 […]


03
Mar

Tuesday Morning

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. . Market Sentiment Watch: G7 read to take action in response to coronavirus. Virus cases are accelerating outside of China and we expect continued massive market volatility. Doing homework, updating thoughts, but still sitting on hands for now as we have been for weeks now.   In today’s post please find the early read […]


28
Feb

Friday Morning

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. . 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 […]

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