24
Sep
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The ZLT was off 5.7% on the week last week as upstream and oil service names saw several sessions of light volume profit taking despite unchanged on the week oil. We continue to add to oilier upstream names on weakness.
Holdings Watch:
Questions and comments under The Wrap will be addressed in the Monday post.
Questions about the site may be directed to zman@zmansenergybrain.com
22
Sep
.
.
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 (smaller than consensus but bigger than Z4 expected injection; next week look for a larger build - see the Supply/Demand balance sheet below),
- comments and a cheat sheet update for REPX,
- and some other odds and ends.
Ecodata Watch:
- We get speeches from a number of Fed presidents today,
- We get S&P services PMI at 9:45 am EST (F = 50.7, last read was 50.5),
- We get S&P manufacturing PMI at 9:45 am EST (F = 48.3, last read was 47.9).
In Today’s Post:
- Holdings Watch
- Commodity Watch - ST natural gas supply / demand balance sheet, NGL prices,
- Natural Gas Inventory Review
- Stuff We Care About Today - REPX
- Odds & Ends
Click the link directly below this to ... 
Continue Reading »
21
Sep
.
Housekeeping Watch:
In today's post please find:
- the oil inventory slide show,
- the natural gas inventory preview,
- a requested look at UNTC,
- and some other odds and ends.
Ecodata Watch:
- We get jobless claims at 8:30 am EST (F = 225,000; last read was 220,000),
- We get Philly Fed at 8:30 am EST (F = 0.0, last month was 12),
- We get leading indicators at 10 am EST (F = -0.5%, last read was -0.4%),
- We get existing home sales at 10 am EST (F = 4.1 mm, last read was 4.07 mm),
- We get the EIA natural gas storage report at 10:30 am EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch - with oil inventory slide show and natural gas inventory previews
- Stuff We Care About Today - UNTC
- Odds & Ends
Click the link directly below this to ... Continue Reading »
20
Sep
.
.
Housekeeping Watch:
In today's post please find:
- the natural gas inventory preview,
- the oil inventory preview,
- comments and a cheat sheet update for BSM,
- a PR secondary offering and cheat sheet update,
- and some other odds and ends.
Ecodata Watch:
- We get the EIA oil inventory report at 10:30 am EST.
- We get the Fed decision at 2 pm EST (all expect a pause) followed by the Powell press conference at 2:30 pm EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch - with oil and natural gas inventory previews
- Stuff We Care About Today - BSM, PR
- Odds & Ends
Click the link directly below this to ... Continue Reading »
19
Sep
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 LBRT along with a broader set of Service group comps,
- GRNT - more insider buys,
- and some other odds and ends.
Ecodata Watch:
- We get housing starts at 8:30 am EST (F = 1.43mm vs 1.45 mm last month),
- We get building permits at 8:30 am EST (F = 1.45 mm vs 1.44 mm last month),
- We get API Oil Inventories at 4:30 pm EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch - EIA DPR charts
- Stuff We Care About Today – LBRT, GRNT
- Odds & Ends
Click the link directly below this to ...
Continue Reading »
