. . ZLT up a little over 4% last week (coming on the heels of two 7+% weeks) with the YTD bounce rising to up 19.3%. We have made no trades this year. Changes to the STEO, OPEC Monthly, and IEA Monthly were benign with global liquids demand thoughts unchanged for all three. We note […]
. . Market Sentiment Watch: Same basic market concerns (mostly China concerns/hopes), different day. Energy continues to look constructive as oil maintains the pre/post OPEC+ meeting base. In today's post please find the the natural gas review (in line, moving to bigger withdrawals next few weeks), comments on the IEA monthly (benign), a requested cheat sheet […]
. . Market Sentiment Watch: Markets remain fairly nonchalant regarding shutdown, 4Q earnings, China, mixed oil inventory data, etc. In today's post please find the oil inventory review (mixed bag, see Oil Inventory Review slide show below), the natural gas preview (one more small one, then the withdrawals will grow sharply), comments on the OPEC Monthly (reflects the […]
. . Market Sentiment Watch: Brexit plan failed. U.S. shutdown continues with no apparent progress being made to reopen. China and bank earnings still in focus. Market seems to take big news in stride of late. In today's post please find the oil inventory preview, the early read on natural gas inventories (consensus actually shaping better than […]
. . Market Sentiment Watch: Same focus as yesterday: China, Brexit, bank earnings plus EIA STEO. In today's post please find comments and a cheat sheet on another wind name, the early read on oil and natural gas inventories, and some other odds and ends. We look forward to the EIA STEO around noon EST today. […]
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