Archive for the 'VWDRY' Category


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 […]


29
Nov

Thursday – Friday Morning – Happy Thanksgiving

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. . Market Sentiment Watch: China, China, China. We are on vacation today. In this short post please find the oil and natural gas inventory tables, a few key graphs (rig counts, imports, rigs vs production and some others and we may add a few during the morning), a comment on OAS, and a few […]


14
Nov

Thursday Morning – Wind, OPEC Monthly

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. . Market Sentiment Watch: Most eyes back on China as headlines point to a “snag”.  Ours are/have been on 5 key energy reports this week (so far, so benign). In today’s post please find the oil inventory preview (easy comps for crude this week; look for a bounce in throughput and exports), the natural […]


07
Nov

Thursday Morning – Wind

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. . Market Sentiment Watch:  In today’s post please find the oil inventory review (crude headline build got most of the attention yesterday but we noted a 5th week at the same level for L48 oil production – STEO next week to see retreat?, and those export figures were oddball, expect a sharp bounce there […]


01
Oct

Tuesday Morning

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. . Market Sentiment Watch:  In today’s post please find the early read on oil inventories, the very early read on natural gas inventories, comments and a back of the envelope NAV on a requested name, comments on the 3Q order intake for VWDRY (last day of quarter flurry), and some other odds and ends.  […]

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