Archive for the 'oas' Category


05
Sep

Wednesday Morning – OAS

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. . Market Sentiment Watch: Calm before the storm on the economic data front. Energy space sentiment remains somewhat poor in the face of more low volume trading days and what some appear to be taking as face value negative Permian play parent / child issues from SLB's Barclays chat yesterday. We see this as overdone […]


07
Aug

Tuesday Morning – CPE, OAS, and more

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. . Market Sentiment Watch: Busy day on the earnings front.  Our comments may be more bullet point oriented than normal. If something isn't clear, please ask in the comments section.  In today's post please find the early read on oil inventories (we expect a bounce in exports this week to help with the headline crude […]


26
Jun

Tuesday Morning – Gassy Players Table, OAS

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. . Market Sentiment Watch: Trade war fears loom large on the broad market's mind. In energy land we continue to expect relative calm and quiet in terms of trading and news flow this week and next.  In today's post please find a gassy players update table with 6 and 12 month potentials, comments on the […]


22
May

Tuesday Morning – OAS

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. .   Curious about becoming a subscriber to Zman's Energy Brain / Z4 Research?  May is a good time for that. Contact zman@zmansenergybrain.com for one time deals! If you need technical support with your account please email us at the same address as well and we will take care of it.  Market Sentiment Watch:  In today's post […]


08
May

Tuesday Morning – More Earnings

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. . Market Sentiment Watch: Noisy day ahead as we get the White House decision on the JCPOA and the latest EIA STEO within about a two hour stretch on either side of noon. In today's post please find the oil inventory preview, comments on the OAS quarter (beat on pre-annouced volumes and modest raise), comments on the LBRT […]

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