Archive for the 'FLMN' Category


26
Mar

Thursday Morning – FLMN, MR

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. . Market Sentiment Watch: Senate passed the $2T+ Cares Act last night. It moves on to the House where a vote is likely at earliest on Friday. The word “Oil” is not in the bill as far as we can tell and as noted before the provision to refill the SPR was excised. TSA […]


10
Mar

Tuesday Morning – VWDRY, VNOM, FLMN

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. . Market Sentiment Watch: Extremely volatile markets. Administration take a look at more economic supportive action.  In today’s post please find the early read on oil inventories, a debt update page for the ZLT, comments on the FLMN quarter (pre announced preliminary volumes and dividend and reiterated guidance), a quick list of our thoughts […]


12
Dec

Thursday Morning – Oil Inventory Review, FLMN, VWDRY

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. . Market Sentiment Watch: Market watching for U.S. comments today on the December 15th tariffs. In today’s post please find the oil inventory review (negative headline numbers, mixed bag internals), the natural gas preview, cheat sheet update for FLMN, comments on VWDRY (another day, another order but see also Denmark’s 10 GW artificial island […]


08
Nov

Friday – MR, BE, JAG, FLMN

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. . Market Sentiment Watch: Doubts over trade deal resurface. In today’s post please find the the natural gas review (smaller than expected injection with draws in 2 regions; look for a smaller build next week as our long held end of season storage peak estimate starts to look a bit conservative), comments on the […]


11
Oct

Friday Morning

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. . Market Sentiment Watch: China and Iran in focus.  In today’s post please find the the natural gas review (Slightly bigger than expected injection, one of the last big ones of the season expected next week), comments on IEA’s monthly, comments on a micro cap mineral name (small cap high yield),  a few extra […]

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