Archive for the 'Natural Gas Supply' Category


01
Sep

Macro Friday Morning

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. . Market Sentiment Watch: Finding traction. In today's post please find the bimonthly Natural Gas Macro slideshow, the monthly crude by states production graphs (down 0.8% in June from May) – please see the Commodities watch section for comments and graphs of production and rigs (hint – EIA again showed that their near term models are […]


01
Jun

Thursday Morning – Dualing Inventory Reports Plus Oil and Gas Macro Slideshow

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. . Market Sentiment Watch: Group wants to see more data and that data is coming in and casting a positive light.  In today's post please find the natural gas macro monthly slide show, the oil by state/region slides with comments, changes to the Holdings Watch comments, and some other odds and ends. After the close […]


03
Apr

Monday Morning – Gas Macro Slideshow Update

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. . Market Sentiment Watch: Welcome to 2Q17. The ZEB Long Term portfolio ended last week up a little over 6% and for the quarter was down 6.7% vs the XOP ending the quarter down 9.6%. In today's post please find the natural gas macro slide shows (Lower 48 natural gas production down 2.6 Bcfgpd YoY (down […]


01
Dec

Welcome To December – Macro Thursday

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. . Welcome To December:  Subscriptions to Zman's Energy Brain make great stocking stuffers.  Market Sentiment Watch: Just monster moves up yesterday with 15 to 20% moves in our core names being common by the end of the day. We're keeping a close eye on valuation and will prune where necessary. In energyland, look for […]


01
Sep

Thursday Morning – Macro Slide Show Update

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. . Market Sentiment Watch: Economic data overload as we edge closer to the three day weekend. Expect dull trading. In today's post please find the natural gas production (rollover becoming more noticeable now), imports (holding near all time lows), and demand (new record June driven by record Electrical and Industrial consumption for the month) slide […]

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