30
Jul

Wrap – Week Ended 7/30/21

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Holdings Watch: 

Please see Friday's post for the latest version of So Far This Quarter as well as the current 2Q21 Energy Earnings Calendar here.

Have a good weekend,

Z

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30
Jul

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
  • Please see the additional Housekeeping Watch at the end of this post. 

In today's post please find:

  • the natural gas review (smaller than expected build; look for a sequentially smaller one again next week as well),
  • comments on the COG quarter,
  • comments on the SWN quarter,
  • and some other odds and ends.

Ecodata Watch:

  • We get personal income at 8:30 am EST (F = -0.4%, last read was -2.0%),
  • We get consumer spending at 8:30 am EST (F = 0.6%, last read was 0.0%),
  • We get core inflation at 8:30 am EST (F = 0.5%, last read was 0.5%),
  • We get Chicago PMI at 9:45 am EST (F = 64.0, last read was 66.1),
  • We get consumer sentiment at 10 am EST (F = 80.5, last read 80.8).

In Today’s Post:

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

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29
Jul

Thursday Morning – Earnings Avalanche

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Market Sentiment Watch:

  • Busy busy day in energy land.

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
  • Have you bookmarked our backup site?  It's rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com
  • Comments in this post are more brief than usual due to high reporting volume; if something is not clear please ask.  
  • Please see the housekeeping watch at the end of this post. 

In today's post please find:

  • the oil inventory review (positive report as weeklies go),
  • the natural gas preview (consensus holding in line with our expectations from last Friday; next week should be smaller yet again),
  • comments on several quarterly reporters, 
  • and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 380,000, last read was 419,000),
  • We get 2Q21 GDP at 8:30 am EST (F = 8.5%, last read was 6.4%),
  • We get pending home sales at 10 am EST (F = 0.5%, last read was 8.0%),
  • We get the EIA Natural Gas Storage Report at 10:30 am EST. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Oil Inventory Review 
  4. Stuff We Care About Today - NOVA, CLB  (TBA), EQT, CNX, VLO,  PTEN, AR, OII, So Far This Quarter, 2Q21 Calendar Update
  5. Odds & Ends

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28
Jul

Wednesday Morning

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Market Sentiment Watch:

  • All eyes on the Fed's tea leaves. Probably more on Covid as well. 

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
  • Have you bookmarked our backup site?  It's rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com
  • Please see the housekeeping watch at the end of this post. 

In today's post please find:

  • the oil inventory preview (across the board stock draws expected),
  • the natural gas inventory preview (consensus in line with us; sequentially smaller build expected by us for next week),
  • comments on a number of 2Q21 reports,
  • and some other odds and ends.

Ecodata Watch:

  • We get advance trade in goods at 8:30 am EST (no forecast, last month was -$88.1 B),
  • We get the FOMC announcement at 2 pm EST followed by the Powell press conference at 2:30 pm.
  • We get the EIA oil inventory report at 10:30 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 - QS, ENPH, LBRT, So Far This Quarter, Calendar, BWEN, USWS
  4. Odds & Ends

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27
Jul

Tuesday 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
  • Have you bookmarked our backup site?  It's rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com
  • Please see the housekeeping watch at the end of this post. 

In today's post please find:

  • the early read on oil inventories,
  • the very early read on natural gas inventories (consensus forming up as expected),
  • comments on the RRC quarter,
  • earnings synopsis of the quarter so far,
  • and some other odds and ends.

Ecodata Watch:

  • We get Durable goods at 8:30 am EST (F = 2.0%, last read was 2.3%),
  • We get Case-Shiller home prices at 9 am (no forecast),
  • We get consumer confidence at 10 am EST (F = 125, last read was 127.3),
  • We get housing vacancies at 10 am EST (no forecast),
  • 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 –  So Far This Quarter, 2Q21 Calendar Update, RRC, TSLA, LBRT
  4. Odds & Ends

Click the link directly below this to ...

Continue Reading »

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