. . 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 […]
. . Market Sentiment Watch: Big economic data the next two days with energy eying U.S. inventories, the end of waivers (maybe, maybe not for some), Venezuela, Libya, and the Saudi move to change the bar for measuring a balanced market. In today's post please find the oil inventory review (negative as weeklies go, see Oil […]
. . Market Sentiment Watch: Markets should be watching U.S. economic data today and especially tomorrow. In today's post please find the oil inventory review (big unexpected crude build, significant gasoline and distillate withdrawals resulting in both improving vs their five year averages), the natural gas preview (consensus edged higher yesterday but still looking for a […]
Zman's Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette