Archive for the 'EPE' Category


Tuesday Morning – EPE, VNOM, MGY

. . Market Sentiment Watch: Another slow summer day in terms of economic and energy related data. In today's post please find the oil inventory preview, comments and a cheat sheet on EPE, comments and an updated VNOM mini model, comments on MGY's accretive deal in their backyard, and some other odds and ends.  Ecodata Watch: No […]


Thursday Morning

. . Market Sentiment Watch: Energy sentiment continues to build. In today's post please find the oil inventory review (in line crude, record oil exports (net imports close to record low), much bigger than expected gasoline draw, more in line with run rate oil production growth), the natural gas preview (low triple digits expected, injections to […]


Wednesday Morning – CPE, EPE, Oil Inventory Preview

. . Market Sentiment Watch: Seeking traction. In today's post please find another set of comments and an updated cheat sheet for one Permian name (we're leading up to the Permian Players update late this week), requested comments on EPE, the oil inventory preview (consensus looking for more modest draws across the board prior to API's release of another […]


Thursday Morning – ECR

. . Market Sentiment Watch: Sideways trading still engaged in the energy space. In today's post please find the oil inventory review (mixed bag, see comments in review section below), the natural gas preview (tiny pull from storage expected), an ECR cheat sheet update with a few notes, and some other odds and ends.  Look for a flood […]


Wednesday Morning – EPE

. . Market Sentiment Watch:  In today's post please find the oil inventory preview (API after the close was across the board bullish … as weekly numbers go … those numbers would be welcome had they come from EIA), the natural gas inventory preview (record withdrawals around the corner), comments on a requested EPE cheat […]

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