Archive for the 'Uncategorized' Category


23
May

Thursday Morning – RRC

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (negative report as weeklies go, see details in review section), the natural gas preview, comments and a cheat sheet update for RRC, comments on FANG's Rattler offering, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST […]


22
May

Wednesday Morning – MR

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. . Market Sentiment Watch:  In today's post please find the oil inventory preview (after the close API reported a modestly bearish update as weeklies go … we expect this week's EIA report to be distorted by Gulf Coast related noise), the natural gas inventory preview (one of the last big injections of 2019), comments […]


21
May

Tuesday Morning – VNOM

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. . Market Sentiment Watch: Light day on the economic data front.  Huawei restrictions are eased and futures rise. In today's post please find the early read on oil inventories (consensus calls for across the board draws), comments and an updated cheat sheet with forecast distributions for 2019 and 2020 for VNOM, and some other odds […]


20
May

Monday Morning

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. . Market Sentiment Watch: Broad markets still focused on China (trade talks are reportedly entirely halted at the moment). Energy markets focused on OPEC (Saudi vs Iran) and the directionality of 2H19 OPEC+ output.  In today's post please find The Week That Was, our week ahead, and some other odds and ends.  Ecodata Watch: We […]


19
May

Wrap – Week Ended 5/17/19

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. . Questions and comments under The Wrap will be addressed in the Monday post.  The Blotter is updated.  .

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