Archive for the 'Uncategorized' Category


16
Jul

Tuesday Morning

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. . Market Sentiment Watch: Fed speaks galore today with Bowman, Kaplan, Powell, and Evans speaking over the course of the day. In today's post please find comments and a CPE/CRZO pro forma cheat sheet, the early read on oil inventories (more crude and gasoline draws expected though Barry may exaggerate impacts on both sides […]


15
Jul

Monday Morning – Another Permian Merger

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. . Market Sentiment Watch: Market eyes on a slowing China (lowest quarterly GDP growth in 27 years but June refiner record set a new record). In today's post please find The Week That Was, comments on a Permian smid-cap hookup, and some other odds and ends. Click here in case you missed The Wrap.  Ecodata Watch: […]


14
Jul

Wrap – Week Ended 07/12/19

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. . The Blotter is updated.  We continue to await energy media stories of OPEC's success given price action in the wake of the July 1/2 meeting given that last week's post meeting edge lower was touted by some bigger energy media types as proof of failure.  Crickets.  Questions and comments under The Wrap will […]


12
Jul

Friday Morning

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. . Market Sentiment Watch:  In today's post please find the the natural gas review (in line, modestly larger number likely next week, new record for production, new record for LNG exports, see chart on narrowing YoY gap in Stuff section), comments on the IEA monthly, a few more charts and tables of interest (including […]


11
Jul

Thursday Morning

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (positive side of neutral with better imports, best of season refiner throughput and crude and gasoline both retreating vs the five year average), comments on the OPEC Monthly (2020 read is a bit weaker than expected), the natural gas preview (demand […]

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