. . Market Sentiment Watch: Expect volatility today and tomorrow as OPEC and OPEC+ whipsaw markets. In today’s post please find the oil inventory review (bigger than expected crude draw, bigger than expected product build, pretty neutral, no increase to reported L48 oil production (expect one next week), nothing meaningful on product demand (both a […]
. . Market Sentiment Watch: Fed cut as expected, back to China focus now which is said to have cast doubt on a comprehensive deal with the U.S. overnight. In energy land another busy earnings day. In today’s post please find the oil inventory review (low quality miss on crude due to reversal off decades […]
. . Market Sentiment Watch: All eyes turn to Jackson Hole, Powell’s speech tomorrow, and thoughts on rates. Energy news flow remains at summer low levels. In today’s post please find the oil inventory review (positive side of neutral report, see details in the oil inventory slide show below), the natural gas preview, comments and […]
. . Market Sentiment Watch: All eyes on China situation (no further devaluation overnight has futures off the lows currently but situation remains troubled). In today’s post please find the early read on oil inventories, comments on the WPX quarter(beat on volumes, in line on EBITDA, beat on EPS; guides oil and full year above […]
. . 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 […]
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