Archive for the 'VNOM' Category


05
May

Tuesday Morning – Earnings Avalanche Day 1

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. . Market Sentiment Watch: Yesterday futures were focused on reopening concerns, Today the same headlines for reopening but the word has changed to hopes. In today’s post please find: the early read on oil inventories (small builds expected this week as throughput and gasoline demand both continue to get up off the floor), the […]


20
Mar

T.G.I.F.

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. . Market Sentiment Watch: Gaining Traction? If you missed our comments yesterday I had few things to say. I’ve been in the energy space since ’96.  This is essentially unprecedented volatility (3rd worst drop for oil in history on Wednesday and unrelated to the weekly inventory report followed by the biggest percentage rally in […]


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 […]


14
Feb

T.G.I.F.

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. . Market Sentiment Watch: Covid-19 remains front and center (treatment news today brings more hope). In today’s post please find the the natural gas review (bigger than expected, look for a modestly bigger pull from storage next week), an updated cheat sheet and mini model for VNOM, additions noted in the Holdings Watch section, […]


12
Feb

Wednesday Morning – VNOM, OPEC

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. . Market Sentiment Watch: S&P said it estimates that coronavirus (Covid-19) will reduce China’s GDP from 5.7% to 5.0% for 2020 with “peak effect in 1Q”. Covid-19 fears/hopes will be in the driver’s seat for oil near term (today it’s hopes driven by the lowest number of new cases in a single day reported […]

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