. . Market Sentiment Watch: OPEC more than delivered (factoring in other adjustments – see comments in the stuff section, archived under OPEC). More eyes now shift back to U.S. / China trade relations as the year winds down and this week's economic data is less key than last week's. In energyland we will get […]
. . The Blotter is updated (Blotter 2) . We will have summary OPEC+ meeting comments in the Monday post. Other questions and comments will be addressed in the Monday post. Please look for an important Holiday Housekeeping Watch in the Tuesday post. In today's Wrap we have included the natural gas table and […]
. . Market Sentiment Watch: OPEC Day 2 (comments in the Commodity Watch section plus in the comments section below). In today's post please find the oil inventory review (better than expected by far on crude (monster draw), record U.S. crude exports, record for time of year throughput and gasoline stocks rose more than expected but […]
. . Market Sentiment Watch: OPEC Day. In today's post please find the oil inventory preview, comments on the ongoing OPEC meeting, the natural gas inventory preview (note that the release has been delayed until tomorrow morning), the Wattenberg Players update (expanded with more spending and hedge data and updated through 3Q18 results), and some other odds and ends. Ecodata Watch: We […]
. . Market Sentiment Watch: U.S. / China cooled things off over the week. Canada announced a unique production curtailment. And this week we expect a > 1.4 mm bopd OPEC+ cut to emerge. It will likely be another volatile week in the oil markets and we'd like to see more trial balloons early rather than […]
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