Archive for the 'VNOM' Category


30
Oct

Tuesday Morning – PES

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. . Market Sentiment Watch: Nervous market conditions persist. Within the group, we see the rapid moves lower without commodity price verification as over done and time of year related (broad market exerting a strong influence now with markets worried about a trade war escalation) and for now will largely sit on hands.  In today's post please find the […]


16
Oct

Tuesday Morning – VNOM and Other Stuff

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. . Market Sentiment Watch: Energy markets focused on headlines coming out of a CERA conference in India while casting a wary eye over a "15 minute meeting" between King Salman and Pompeo. In today's post please find the early read on oil inventories, the early read on natural gas inventories (as expected, smaller than the […]


21
Aug

Tuesday Morning – EPE, VNOM, MGY

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. . 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 […]


01
Aug

Wednesday Morning – NFX, HCLP, WLL

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. . Market Sentiment Watch: Busy day. In today's post please find the oil inventory preview, the oil by state/region production slide show, comments on the NFX quarter (big beat on big volume quarter with lower cost and strong realized prices, guidance increase, nice well highlights), comments on the HCLP quarter (in line, all eyes on sustainability […]


12
Jun

Tuesday to Friday Post

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. . Market Sentiment Watch: North Korea, trade and OPEC/IEA/EIA on our minds. In today's post please find the Permian Players Group 1 table-, the Eagle Ford group 1 table, an updated cheat sheet for VNOM, comments on the OPEC monthly (TBA), and some other odds and ends.  Click the link directly below this to […]

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