. . Market Sentiment Watch: More delayed economic data and the SOTU tonight. Energy group news flow to pick up tomorrow. In today's post please find an updated cheat sheet with remodeled 2019 thoughts for WPX, the early reads on oil and natural gas inventories, and some other odds and ends. Ecodata Watch: We get ISM nonmanufacturing at […]
. . Market Sentiment Watch: Quieter week on the economic data front. Energy still eying Venezuela and OPEC data (we note Iraq and Nigeria are not meeting expected cuts but the rest of the group is making up for this). In today's post please find The Week That Was, the 4Q18 Week 4 energy earnings calendar, comments […]
. . Market Sentiment Watch: Same basic market concerns (mostly China concerns/hopes), different day. Energy continues to look constructive as oil maintains the pre/post OPEC+ meeting base. In today's post please find the the natural gas review (in line, moving to bigger withdrawals next few weeks), comments on the IEA monthly (benign), a requested cheat sheet […]
. . Market Sentiment Watch: In today's post please find the oil inventory review (positive report (as weeklies go), the natural gas preview (still expecting a smaller than usual sized build today and therefore another expansion of the storage deficit which is already setting at decade plus lows), comments on forgotten little ECR's quarter (beat […]
. . Market Sentiment Watch: Tariffs dominating headlines today (10% tariff on $200 B of U.S. imports from China coupled with a warning not to retaliate). In energy land, company level news flow remains light. In today's post please find the early read on oil inventories, comments on the EIA DPR (EIA's model is rapidly decelerating), requested […]
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