Archive for July, 2017


31
Jul

Monday Morning

. . Market Sentiment Watch: Welcome to the 4th busiest week of the year as 2Q17 earnings reports hit peak overlap. Please note that some of our comments maybe more bullet point format than usual this week (especially Wednesday and Thursday) as time gets tight. If we gloss over something please ask in comments we […]


30
Jul

Wrap – Week Ended 7/28/17

. . If you have questions about the site please email us at zman@zmansenergybrain.com.  Questions and comments under The Wrap will be addressed in the Monday post.  .


28
Jul

Friday Morning – Natural Gas Storage Slide Show + COG

. . Market Sentiment Watch:  In today's post please find the natural gas storage review (another smaller than expected injection), comments on the COG quarter (essentially in line quarter, re-initiated repurchase program should be well received as should more time on the Gen 4 fracs which are best in show per foot), an update of […]


27
Jul

Thursday Morning – Oil Review, Natural Gas Preview + Earnings

. . Market Sentiment Watch:  In today's post please find the oil inventory review (record for week of year refiner throughput, gasoline and distillate demand helped drive better than expected draws on crude and distillates with crude stocks crossing below year ago levels for the first time since November 2014), the natural gas preview (consensus […]


26
Jul

Wednesday Morning – So Far This Quarter

. . Market Sentiment Watch: FOMC day. No change expected. No press conference this time. In today's post please find comments on ADES, the first edition of the 2Q17 So Far This Quarter, the oil and natural gas inventory previews, and some other odds and ends.  Ecodata Watch: We get New Home Sales at 10 am EST (F = […]

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