Archive for the 'PES' Category


23
May

Wednesday Morning – PES, XOG

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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: Group needs a bit of […]


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 […]


02
May

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Busy day (very good day in group earnings). In today's post please find the oil and natural gas previews, comments on the HCLP quarter (beat, fundamentals remain tight), comments on the PES quarter (beat, hitting on all cylinders now, estimates to move up, leverage situation continues to improve), comments on the NFX […]


16
Feb

T.G.I.F.

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. . Market Sentiment Watch: Volatile and sloppy group action continues but the sideways trade is getting a boost from increasingly disciplined larger upstream player tone.  In today's post please find the natural gas storage review (updated hypothetical trough and peak levels … revised lower), comments on the PES quarter (in line quarter, solid guidance, expecting […]


09
Nov

Thursday Morning – Oil Review Plus Gas Preview Plus JAG, ECR

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. . Market Sentiment Watch:  In today's post please find the oil inventory review (noisy report as EIA showed a massive drop in exports and a large adjustment factor … putting that aside, refiner throughput was at record high levels for time of year, gasoline demand was a record for the week, distillate demand was […]

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