Archive for the 'VNOM' Category


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 […]


02
Aug

Wednesday Morning – Earnings Avalanche Day 1

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. . Market Sentiment Watch: Busy day. In today's post please find the oil and natural gas inventory previews, comments on a reports from a number owned and unowned names, and some other odds and ends. Please note that given the large report volume today and tomorrow our post comments are in some cases more brief […]


19
Jul

Wednesday Morning

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. . Market Sentiment Watch: In today's post please find the oil inventory preview (imports were at annual lows last week and may be more of a wild card this week but the SPR draw appears to be done), the natural gas preview (expecting an inline with last year and smaller than five year average injection […]


18
Jul

Tuesday Morning – Catalyst List Part IV Update, VNOM

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (SPR looks like it's done or close to done with near term releases and large crude and gasoline draws are expected tomorrow), the natural gas preview (heat prompting a smaller than five year average injection expectation this week and we expect […]


29
Jun

Thursday Morning – VNOM, CRZO

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. . Market Sentiment Watch: News flow showing slight increase, expect it to die again next week and then ramp into the 2Q17 reporting season. In today's post please find the oil inventory review (small "unexpected" build in crude on higher imports and lower throughput, offset in part by a temporary dip in reported U.S. volumes, […]

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