Archive for the 'LPI' Category


21
Nov

Tuesday Morning – More Permians

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. . Market Sentiment Watch: Holiday light activity within the group, light volumes, small moves, and nearly no news flow. We continue to update our thinking post quarter have been largely please . The market continues to be nervous about what OPEC will decide next week. And so we tread in place. Our sense OPEC+ extends […]


02
Nov

Thursday Morning – Earnings Mini Avalanche

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. . Market Sentiment Watch: Sentiment on the brink of improving.  In today's post please find the oil inventory review (mixed bag, better on oil and much better on gasoline – see review for details), the natural gas preview (still expecting a slightly larger injection this week than last but relatively moot now as we […]


31
Oct

Tuesday Morning – So Far This Quarter

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. . Market Sentiment Watch: Traction fining continues after pre earnings season profit taking. In today's post please find the early read on oil inventories (bigger crude draw expected than what we see for consensus at this point), the early read on natural gas inventories (expecting a slightly larger injection this week vs prior week), the […]


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 […]

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