Archive for the 'Uncategorized' Category


18
Aug

Wrap – Week Ended 08/17/18

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. . Questions and comments under The Wrap will be addressed in the Monday post.  . Question about the site? Contact us at zman@zmansenergybrain.com


15
Aug

Wednesday Morning – MGY, FANG

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. . Market Sentiment Watch: Bigger day on the economic data front. In energyland, yet another big Permian deal. In today's post please find updated 2Q18 comments and a cheat sheet for MGY (reported select 2Q items yesterday) including our thoughts on 2019 EBITDA, comments on FANG's big deal (bargain, opportunity to improve the operation from a […]


14
Aug

Tuesday Morning – PE, JAG, AMR, MGY

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. . Market Sentiment Watch: Group watching oil closely now in the wake of updates over the last week from EIA STEO, IEA, and OPEC. In today's post please find comments and an updated cheat sheet for PE, comments and an updated cheat sheet for JAG, comments on the AMR quarter, and some other odds […]


13
Aug

Monday Morning

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. . Market Sentiment Watch: Earnings slow to a trickle this week and we catch up on post quarter cheat sheet and group updates. In today's post please find comments on the OPEC Monthly (slightly more bearish looking this month – demand forecast edged slightly lower (20,000 bopd for 2018 and 2019) and non OPEC supply forecasts increased), […]


11
Aug

Wrap – Week Ended 8/10/18

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. . Questions and comments under The Wrap will be addressed in the Monday post.  . The Trading Blotter is updated.  . Not a subscriber? We can fix that.  Check out the How To ZEB to find out more about the site and if you have more questions contact us at zman@zmansenergybrain.com .

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