25
May

Wednesday Morning – SBOW, EE

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Housekeeping Watch:

In today's post please find:

  • the oil inventory preview (benign report expected; API was modestly positive),
  • the natural gas inventory preview,
  • comments on the EE quarter,
  • comments on SBOW,
  • a long term contract for the last of the newbuild clean fleets for USWS,
  • and a free piece on HPK
  • and some other odds and ends.

Ecodata Watch:

  • We get durable goods at 8:30 am (F = 0.6%, last read was 0.8%),
  • We get the EIA oil inventory report at 10:30 am EST,
  • We get the FOMC minutes at 2 pm EST.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - EE, SBOW, USWS, HPK
  4. Odds & Ends

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24
May

Tuesday Morning – CIVI

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In today's post please find:

  • the very early read on natural gas inventories (consensus is inline with the bottom of our expected range),
  • comments and a cheat sheet update for CIVI,
  • and some other odds and ends.

Ecodata Watch:

  • We get new home sales at 10 am EST (F = 750,000, last read was 763,000),
  • Powell speaks at Native American development conference at 12:20 pm EST.
  • We get API Oil Inventories at 4:30 pm EST. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today – CIVI, HPK, EE
  4. Odds & Ends

Click the link directly below this to ...

Continue Reading »


23
May

Monday Morning

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Housekeeping Watch  

    • Are we using the correct email for you?  If you're not getting ZBLAST's or are getting them at the wrong address contact zman@zmansenergybrain.com
    • IF you "unsubscribe" from one of our emails please know that you will not be able to receive ZBLAST emails in the future without going through a new process for receiving them.  
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    • You can receive an email notification each time we post by entering your email address in the space at left. 

    In today's post please find:

    • The Week That Was,
    • The Five Things,
    • and some other odds and ends.

    In case you missed The Wrap.

    Eco Data Watch: 

    • No economic data scheduled. 
    • SPR data for last week. Will be interesting to see if withdrawals rebounded to the 7 mm barrel level or not, having dipped to 5 mm in the 2nd week of the 1 mm bopd release campaign.

    The Week Ahead: 

    • Tuesday - New home sales, 
    • Wednesday - Durable goods, FOMC minutes, EIA Oil Inventories, 
    • Thursday - Jobless claims, pending home sales, EIA Natural Gas Storage,
    • Friday - Advance trade in goods, consumer sentiment.

    In Today’s Post:

    1. Holdings Watch
    2. Commodity Watch
    3. The Week That Was
    4. Stuff We Care About Today – The Five Things, TPIC, CIVI, HPK
    5. Odds & Ends

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    Continue Reading »


    21
    May

    Wrap – Week Ended 05/20/22

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    ZLT up 4.9% last week, supported by our core upstream names and a bounce in the small renewables wedge of the portfolio. Traditional energy ranged from up 0.3% (XOI) to up 2.4% (XOP). We have a number of names near their 52 week highs while trading at/near record forward implied yields, but still at forward multiple recent lows on conservative price decks ($80 and $4.25 for 2022).

    Free Stuff Last Week Watch:  None

    Holdings Watch:

    Questions about the site may be directed to zman@zmansenergybrain.com

    Questions and comments under The Wrap will be addressed in the Subscriber Mailbag section of the Monday post as needed.

    Have a good weekend,

    Z

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    20
    May

    T.G.I.F.

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    Housekeeping Watch:  Are we using the correct email for you?  If you're not getting ZBLAST's or are getting them at the wrong address contact zman@zmansenergybrain.com

    In today's post please find:

    • the natural gas review (in line report; looking for a modestly larger build next week),
    • trading idea,
    • and some other odds and ends.

    Ecodata Watch:

    • No economic data scheduled.

    In Today’s Post:

    1. Holdings Watch
    2. Commodity Watc​h
    3. Natural Gas Inventory Review
    4. Stuff We Care About Today - trading idea, EE
    5. Odds & Ends

    Click the link directly below this to ...  Continue Reading »

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