Archive for the 'Uncategorized' Category


10
Jun

Monday Morning

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. . Market Sentiment Watch: Mexico tariffs called off. Markets should breath a quick sigh of relief before returning to China concerns. Big week on the energy macro front as we get the EIA STEO, the IEA monthly (IEA's first look at 2020 supply and demand in the Monthly), and the OPEC Monthly (we have to […]


08
Jun

Wrap – Week Ended 06/07/19

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


07
Jun

Friday Morning – Mexico, Payrolls, and the OPEC+ Roll

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. . Market Sentiment Watch: Mexico Tariffs, NFP, and a likely roll of OPEC+ cuts in focus. In today's post please find the the natural gas review (bigger than expected injection, storage remains 10% above last year's levels, 11% below the five year average; next week we again expect a smaller injection as generation picks up), a note […]


06
Jun

Thursday Morning

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. . Market Sentiment Watch: Erratic market conditions persist. U.S. in discussions today with Mexico to avert tariffs set for Monday.   In today's post please find the oil inventory review (imports driven crude and gasoline stock jumps; production and demand slump driven distillates figures; the expected move to higher distillate production (relative to gasoline) appears to be underway and should […]


05
Jun

Wednesday Morning – OAS, CLR

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. . Market Sentiment Watch: Erratic markets.  Daily swings from thoughts of a Fed cuts and easing of trade war tensions to worry over demand. In energy land the near term focus is and will remain on U.S. inventories. In today's post please find brief comments and an updated OAS cheat sheet, an updated CLR cheat […]

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