Housekeeping Watch:  If you sent us an email and didn't get a response back pretty much immediately it likely was routed to spam. We get A LOT of spam and sometimes miss those notifications. If you think this is the case text us using the contact number on the contact page.

In today's post please find:

• the early read on natural gas inventories,
• comments and a cheat sheet update for ENPH,
• and some other odds and ends.
  

Ecodata Watch:

• We get the EIA STEO around 12 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 – ENPH
4. Odds & Ends

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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.  
    
  • Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com.
  • 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,
• and some other odds and ends.

In case you missed The Wrap

Eco Data Watch: 

• We get Services PMI at 9:45 am EST (F = 55.1, flat),
• We get factory orders at 10 am EST (F = 0.6%, last read was 0.9%),
• We get ISM Services at 10 am EST (F = 52.3%, last read was 51.9%), 

The Week Ahead: 

• Tuesday - no economic data release scheduled, 
• Wednesday - trade deficit, consumer credit, EIA Oil Inventories, 
• Thursday - Jobless claims, wholesale inventories, EIA Natural Gas Storage,
• Friday - no economic data release scheduled.

In Today’s Post:

1. Holdings Watch
2. Commodity Watch
3. The Week That Was
4. Stuff We Care About Today – The Week Ahead 
5. Odds & Ends

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Volatile week as focus shifted from the debt ceiling to the June Fed meeting and this weekend's OPEC+ meet and greet.  The ZLT ended the week up 2.9% on the week with our oily and gassy upstream, oil services, and solar segment names outpacing their benchmarks.

Holdings Watch:

• We added more to one of our oily upstream positions. 
• The blotter is updated.

This Week In Posts:

Questions and comments under The Wrap will be addressed in the Monday post.

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

For a Test Drive click here:

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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
• For new subscribers, here are a few tips to make using the site easier.
  1. All of our trades are located on the Blotter.https://zmansenergybrain.com/subscriber-data/zeb-zlt-blotter-ii/. If you go there, then use the find function on your browser, you can quickly scroll through our trades to see where we bought or sold a particular ticker.
  2. The site is fully searchable. One of the best ways is to use the "Select Categories" pull down menu at upper left. With this menu you can quickly go to a list of posts that contain major mentions of a name and then use the browser find function to get to them quickly.
  3. Alternatively, you can put this in your browser:https://zmansenergybrain.com/category/ followed by a ticker. As suchhttps://zmansenergybrain.com/category/CIVI/ will take you to all the posts in reverse chronological order where we have tagged CIVI in a post.
  4. If you can't find something always always always feel free to ask us in the comments space or send us an email at the address above. 

In today's post please find:

• the natural gas storage slide show and next week's outlook (spot on with our number; next week look for a slightly larger injection which should be the largest of the season),
• the oil inventory slide show,
• the Natural Gas Macro Slide Show in Four Parts - Demand, Imports and Exports, Production, and Supply,
• NFE progress,
• and some other odds and ends.

Ecodata Watch:

• We get the payrolls report at 8:30 am EST (F = 188,000; last month was 253,000),
• We get the unemployment rate at 8:30 am EST (F = 3.5%; last month was 3.4%),
• We get hourly wages at 8:30 am EST (F = 0.3%, last month was 0.5%),
• OPEC+ meets on Saturday.  

In Today’s Post:

1. Holdings Watch
2. Commodity Watc​h - ST natural gas supply demand balance sheet, NGL prices,
3. Natural Gas Inventory Review
4. Stuff We Care About Today - Natural Gas Macro Slide Show, NFE
5. Odds & Ends

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Housekeeping Watch:

• Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com.
• If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com 

In today's post please find:

• the oil inventory preview,
• the natural gas inventory preview,
• the liquids rich Gassy Players Update,
• and some other odds and ends.

Ecodata Watch:

• We get ADP employment at 8:15 am EST (F = 180,000; last month was 296,000),
• We get jobless claims at 8:30 am EST (F = 235,000; last read was 229,000),
• We get productivity at 8:30 am EST (F = -2.7%, flat with last month),
• We get ISM manufacturing at 9:45 am EST (F = 47.0%, last read was 47.1%), 
• We get construction spending at 10 am EST (F = 0.1%; last read was 0.3%), 
• We get EIA Natural Gas Storage at 10:30 am EST.
• We get the EIA oil inventory report at 11:00 am 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 - Gassy Players Update
4. Odds & Ends

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