Archive for the 'VNOM' Category


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 […]


15
Jan

Wednesday Morning – OPEC, WIOWIO Part 6

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. . Market Sentiment Watch:  In today’s post please find comments on yesterday’s EIA STEO, the oil inventory preview (API showed big product builds after the close as is typical this time of year; they also showed crude stocks up after showing them off last week … they may be lagged a week to EIA […]


06
Dec

Friday Morning – OPEC, NFP, VNOM

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. . Market Sentiment Watch: Waiting on OPEC+.  And Payrolls.  In today’s post please find the the natural gas review (smaller than expected withdrawal, next week we expect a significantly larger withdrawal helped by record net U.S. exports and better heating related demand), an updated detailed portfolio table, a VNOM cheat sheet and mini-model update, […]


07
Oct

Monday Morning

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. . Market Sentiment Watch: Quieter week on the economic data front after last week’s poor number fest. In energyland we get the STEO (expect downward production forecast revisions) followed later in the week by the OPEC Monthly (potential for an upward revision to the Call on OPEC on a downward revision to non OPEC […]

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