Archive for the 'VNOM' Category


04
Oct

Wednesday Morning

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. . Market Sentiment Watch: Energy market eyes on the OPEC+ meeting in Russia today and price supportive / stabilizing chatter emanating from the meeting. In today's post please find the oil inventory preview (fairly benign report expected in the wake of 3 very Harvey impacted ones), the natural gas preview (expecting a smaller number this […]


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 […]


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 […]

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