Archive for July, 2018


Wrap – Week Ended 7/13/18

. . The ZLT was up 0.8% last week. The Blotter is updated (there were no trades in the ZLT last week). ZLT Cash remains at 18%.  ZLT positions will be updated on Sunday.  Questions and comments under The Wrap will be addressed in the Monday post.  Interested in Z4 Research? Check out the How […]


Friday Morning – PE

. . Market Sentiment Watch: Summer doldrums continue. We continue to prep for the 2Q18 reporting season. In today's post please find the the natural gas review (in line, increased the deficit to the five year average to back over half a Tcf; look for a similar sized injection next week), an updated catalyst list […]


Thursday Morning – JAG

. . Market Sentiment Watch: Trade war fears looming larger  … again. In energy land news flow remains characteristically-for-time-of-year quiet. Expect a pickup beginning next week. In today's post please find the oil inventory review (monster crude draw on a temporary sag in imports, otherwise a positive side of neutral type report), the natural gas preview, […]


Wednesday Morning – OPEC, FANG

. . Market Sentiment Watch: Trade war fears refreshed overnight along with concern about NATO. Energy group sentiment gradually turning more positive despite re-widened differentials for the Permian. In today's post please find the oil and natural gas inventory previews, comments on the OPEC MOMR (their initial demand target for 2019 was exactly in line with the top […]


Tuesday Morning – CPE

. . Market Sentiment Watch: Energy groups, especially upstream, seeing increasing in front of 2Q18 continues. In today's post please find the oil inventory preview and  catalyst list update and cheat sheet update for CPE as we prepare for the coming 2Q18 reporting season, and some other odds and ends.  Ecodata Watch: The NFIB small business index came […]

Zman's Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette