06
May

Z4 Research Test Drive

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24
May

Wednesday Morning – OPEC Eve

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Market Sentiment Watch: OPEC coverage begins tomorrow early, schedule noted below. News flow in the group is as expected at a standstill in front of OPEC. In today's post please find the oil inventory review (API out overnight was solid), the natural gas inventory preview (injection set to be smaller than the 5 year average), an updated cheat sheet and post quarter comments for XOG, the Wattenberg Players Short Form multiples table, and some other odds and ends. 

Ecodata Watch:

  • We get existing home sales at 10 am EST (F = 5.63 mm, last read was 5.71 mm), 
  • We get the FOMC minutes at 2 pm EST. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - XOG, Wattenberg Short Form Multiples Table
  4. Odds & Ends

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23
May

Tuesday Morning – OAS

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Market Sentiment Watch: OPEC meets Thursday. Expect volatility. We do not expect a V-up correction higher in the group. We expect sideways action as prices calm down. In today's post please find an updated cheat sheet for OAS and a Bakken Players short form multiples table as we walk through more of the ZLT top 10 post quarter cheat sheet updates,  and some other odds and ends.

Ecodata Watch:

  • We get New Home Sales at 10 am EST (F = 615,000, last read was 621,000). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today – OAS, Bakken Player Short Form Multiples
  4. Odds & Ends

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Continue Reading »


22
May

Monday Morning – OPEC Meeting Week

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Market Sentiment Watch: OPEC Week Plus D.C. Hourly News means likely increase in volatility. Again we say Don't Panic but expect volatility. Media and analysts commented at $46 that the OPEC meeting was fully priced in as an extension. At $51 we say, sure pal, whatever. 3Q and 4Q demand vs the cuts vs unstable Libya and Nigeria suggest otherwise. In today's post please find The Week That Was (with comments on OPEC outcomes), and some other odds and ends. Please see the Holdings Watch as we plan to conduct some sales into near term strength as part of our late spring cleaning/streamlining plan.  In case you missed The Wrap please click here

Ecodata Watch:

  • We get Chicago national activity index for April at 8:30 am (no forecast, last read was 0.08) 

The Week Ahead: 

  • Tuesday - New home sales, 
  • Wednesday - Existing home sales, FOMC, Russia likely to make decision regarding production cut extension, 
  • Thursday - Jobless claims, advance trade in goods, 172nd ordinary OPEC meeting,
  • Friday - GDP, durable goods, core capital equipment orders, consumer sentiment.  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today –  EOG
  5. Odds & Ends

Click the link directly below this to ...

Continue Reading »


21
May

Wrap – Week Ended 5/19/17

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The ZLT was flat last week and is down 11.9% on the year. The XOP was up 0.7% last week and is down 14.2% on the year. 

Questions under The Wrap will be addressed in the Monday post. 

Questions about Z4 Research / Zman's Energy Brain? Please email us at zman@zmansenergybrain.com.

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19
May

Friday Morning – MTDR

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Market Sentiment Watch: Summer doldrums in progress with OPEC next week. ZLT streamlining and core up about to begin (but not feeling rushed). In today's post please find the natural gas inventory review (bigger than expected injection still well below the five year average; this week's data points to a similarly sized injection next week), updated comments and cheat sheet for MTDR, an RSPP selling shareholder secondary, and some other odds and ends. Next week we get the OPEC Meeting.

Ecodata Watch:

  • We get the advance services report for 1Q17 at 10 am EST.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Natural Gas Inventory Review 
  4. Stuff We Care About Today - MTDR   
  5. Odds & Ends

Click the link directly below this to ...  Continue Reading »

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