Archive for the 'LPI' Category


17
Oct

Tuesday Morning – Catalyst Update Part 5

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. . Market Sentiment Watch: Group remains quiet in terms of both news flow and big data events this week. Increased geopolitical tensions continue to support prices near the upper end of our near term expected range. In today's post please find Catalyst List update part 5, comments on LPI, and some other odds and ends.  […]


03
Oct

Tuesday Morning – ROSE

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. . Market Sentiment Watch: Energy continues to find traction and fight off bouts of profit taking like few other times this year. In today's post please find the early reads on oil and natural gas inventories (both pretty mundane this week), comments on new Permian minnow ROSE, follow up comments on LPI's midstream monetization with […]


17
Aug

Thursday Morning

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. . Market Sentiment Watch: Seeking traction. In today's post please find the oil inventory review (monster crude draw on record territory refiner demand and still weak net imports, with sentiment offsets of a 25,000 bopd increase in reported L48 oil production, an as expected flat gasoline stocks reading and an unexpected increased (though quite small) distillate stocks […]


08
Aug

Tuesday Morning

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. Market Sentiment Watch: Another busy day of earnings. In today's post please find the early read on oil and natural gas inventories, comments on a number of 2Q17 reports with calls scheduled for this morning and afternoon, an updated cheat sheet and mini model for VNOM, and some other odds and ends.  Ecodata Watch: We […]


20
Jul

Thursday Morning – FMSA

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (much better than expected headline inventory numbers, record distillate demand, strong gasoline demand, record refiner throughput, tame net and ex exports import levels, and the ongoing EIA over estimation of Lower 48 production), the natural gas preview (getting smaller with heat […]

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