06
May

Z4 Research Test Drive

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Not a member? Want to take the site for a spin? Try the Z4 Test Drive, 5 days for $25 (non recurring billing)

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Or try the site for (5) days for free and then automatically convert to a monthly subscription at the normal price of $79 per month.

Questions about the site? Check out the How To ZEB link at left or send us an email at zman@zmansenergybrain.com.

Got a friend who should be a member. Send them our way (their email address) and if they sign up get rewarded (hint, do that often enough and earn a free ride!) 


21
Aug

Monday Morning

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Market Sentiment Watch: Energyland continues to seek traction in the wake of the 2Q17 reporting period with the stocks notably underperforming a solidifying domestic crude inventory situation and commodity performance. This dichotomy rarely lasts long and our sense is that stability in the commodities will lend support to equities near term.  In today's post please find comments on price decks in the Commodities Watch section, The Week That Was, and some other odds and ends.

Request Line Watch:  The request line for name updates is as always open. 

Ecodata Watch:

  • We get the Chicago National Index at 8:30 am EST (no forecast, last read was 0.13). 

The Week Ahead: 

  • Tuesday - No economic data release scheduled.
  • Wednesday - Markit manufacturing and services PMI, new home sales,
  • Thursday - Jobless claims, existing home sales, 
  • Friday - Durable goods.  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch - price deck watch
  3. The Week That Was
  4. Stuff We Care About Today 
  5. Odds & Ends

Click the link directly below this to ...

Continue Reading »


20
Aug

Wrap – Week Ended 8/18/17

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

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The Blotter is updated.

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ZEB Positions are updated. 

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18
Aug

Friday Morning – Permian Players Update

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Market Sentiment Watch: Still seeking traction. Cash holding at just over 20%. Not rushing to buy dips yet.  In today's post please find the natural gas inventory review (slightly larger than expected injection) , the Permian Players update, and some other odds and ends. 

Ecodata Watch:

  • We get consumer sentiment at 10 am EST (F = 94.8, last read was 93.4).
  • We get advance services 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 - Permian Players Update
  5. Odds & Ends

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


17
Aug

Thursday Morning

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Market Sentiment Watch: Seeking traction. In today's post please find the oil inventory review (monster crude draw on record territory refiner demand and still weak net imports, with sentiment offsets of a 25,000 bopd increase in reported L48 oil production, an as expected flat gasoline stocks reading and an unexpected increased (though quite small) distillate stocks reading as both products saw demand peal back from recent record for week of year highs), the natural gas preview (expecting a sub 5 year average build but the weather was oddly mild for the week and confidence in the size of the build is low), another cheat sheet update, and some other odds and ends.

Housekeeping Watch: If you have an upstream you want us to prioritize amid the post quarterly deluge of cheat sheets let us know. Thanks.

Ecodata Watch:

  • We get Jobless Claims at 8:30 am EST (F = 241,000, last read was 244,000),
  • We get Philly Fed at 8:30 am EST (no forecast, last read was 19.5),
  • We get Industrial Production at 9:15 am EST (F = 0.3%, last read was 0.4%),
  • We get get capacity utilization at 9:15 am EST (F = 76.7, last read was 76.6%),
  • We get leading indicators at 10 am EST (no forecast, last read was 0.6%). 

In Today’s Post:

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

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16
Aug

Wednesday Morning – CPE, EPE, Oil Inventory Preview

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Market Sentiment Watch: Seeking traction. In today's post please find another set of comments and an updated cheat sheet for one Permian name (we're leading up to the Permian Players update late this week), requested comments on EPE, the oil inventory preview (consensus looking for more modest draws across the board prior to API's release of another monster crude draw), the natural gas inventory preview (mild weather last week but still expected to generate a sub 5 year aveage injection before we head back into a series of small ones), and some other odds and ends. 

Ecodata Watch:

  • We get Housing Starts at 8:30 am EST (F = 1.23 mm, last read was 1.215 mm),
  • We get building permits at 8:30 am EST (no forecast, last read was 1.275 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 - CPE, EPE 
  4. Odds & Ends

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

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