24
Sep

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 storage build, 3 new graphs added to the usual Gas Graphs section, next week look for a slightly bigger build),
  • cheat sheet update for STEM,
  • and some other odds and ends.

Ecodata Watch:

  • We get new home sales at 10 am EST (F = 720,000, last read was 708,000)

In Today’s Post:

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

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23
Sep

Thursday Morning – SHLS

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In today's post please find:

  • the oil inventory review (neutral as weeklies go),
  • the natural gas preview (consensus drifted up, more in line with our thoughts from last Friday),
  • SHLS comments and a cheat sheet update,
  • and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 320,000, last read was 332,000),
  • We get leading indicators at 10 am EST (F = 0.7%, last read was 0.9%),
  • 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 - SHLS
  5. Odds & Ends

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22
Sep

Wednesday Morning

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Market Sentiment Watch: All eyes on Fed.

In today's post please find:

  • the oil inventory preview (across the board draws expected again),
  • the natural gas inventory preview,
  • COP - updated comments and pro forma cheat sheet,
  • and some other odds and ends.

Ecodata Watch:

  • We get existing home sales at 10 am EST (F = 5.87 mm, last read was 5.99 mm),
  • We get the EIA oil inventory report at 10:30 am EST,
  • We get the FOMC statement at 2 pm EST,
  • We get the Powell press conference at 2:30 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 - COP, QS
  4. Odds & Ends

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21
Sep

Tuesday Morning – COP

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In today's post please find:

  • the very early read on natural gas inventories (consensus is looking for a sequentially smaller build, we're more flattish),
  • requested comments on FLMN (unowned),
  • comments on COP's mega Delaware Basin buy,
  • and some other odds and ends.

Ecodata Watch:

  • We get building permits at 8:30 am EST (no forecast, last read was 1.62 mm),
  • We get housing starts at 8:30 am EST (no forecast, last read was 1.53 mm),
  • 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 – FLMN, COP
  4. Odds & Ends

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20
Sep

Monday Morning

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Market Sentiment Watch:  Red open on tap with headlines reading 3 weeks of decline in the broad market lead to large futures drop in early morning hours of Monday. It could also be a stalled reconciliation bill effort, approaching U.S. debt ceiling, China debt concerns, and quarter end coming together as well. Watch for trades.

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Housekeeping Watch:

  • If you are not get trade notifications at the correct address let us know at zman@zmansenergybrain.com.
  • If you don't here back from us after emailing chances are the internet sent it to spam. Try texting us at the number listed on our contact page.
  • The request line is open.

In today's post please find:

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

In case you missed The Wrap please click here.

 

Ecodata Watch:

  • We get the Homebuilders' Index at 10 am EST (no forecast, last read was 75). 

The Week Ahead: 

  • Tuesday - Building permits, housing starts, API oil inventories, 
  • Wednesday - Existing home sales, FOMC statement, Powell press conference, EIA oil inventories, 
  • Thursday - Jobless claims, leading indicators, EIA natural gas storage, 
  • Friday - New home sales, rig counts, frac spread counts. 

In Today’s Post:

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

Click the link directly below this to ...

Continue Reading »

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