Archive for the 'Uncategorized' Category


22
Sep

Wrap – Week Ended 9/20/19

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. . The Blotter is updated. . Questions and comments under The Wrap will be addressed in the Monday post. .


20
Sep

Friday Morning

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. . Market Sentiment Watch: Climate week in focus. See our wind and solar coverage (several recent updates).  In today’s post please find the the natural gas review (bigger than expected, bigger next week, record scored for LNG exports), Street oil price deck comments, quick requested comments on ERF, and some other odds and ends.  […]


19
Sep

Thursday Morning – FSLR

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. . Market Sentiment Watch: Energyland more quiet, less cautious. Corporate news flow in the normal end of 3Q lull. In today’s post please find the oil inventory review (benign report, bigger than expected throughput drop but the rest of the internals were fine and the big drop in gasoline demand is common this week […]


18
Sep

Wednesday Morning – MTDR

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. . Market Sentiment Watch: Fed day. Energy eyes await some sort of Saudi+ response which may take weeks to arrive. In today’s post please find the oil inventory preview, the natural gas storage early read, comments and a cheat sheet for MTDR (see also positions page), and some other odds and ends.  Ecodata Watch: We […]


17
Sep

Tuesday Morning

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. . Market Sentiment Watch: Rally rally mode for Upstream and Service but it will be a volatile ride and when the momentum fades you’ll want to be long quality. Market eyes likely to turn to hopes for China talks set to resume on Thursday, In today’s post please find the early read on oil […]

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