06
Jun
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:
- Holdings Watch
- Commodity Watch
- Stuff We Care About Today – ENPH
- Odds & Ends
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05
Jun
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Housekeeping Watch
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- 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,
- 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:
- Holdings Watch
- Commodity Watch
- The Week That Was
- Stuff We Care About Today – The Week Ahead
- Odds & Ends
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03
Jun
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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:
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
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02
Jun
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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.
- 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.
- 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.
- 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.
- 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:
- Holdings Watch
- Commodity Watch - ST natural gas supply demand balance sheet, NGL prices,
- Natural Gas Inventory Review
- Stuff We Care About Today - Natural Gas Macro Slide Show, NFE
- Odds & Ends
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01
Jun
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Housekeeping Watch:
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:
- Holdings Watch
- Commodity Watch - with oil and natural gas inventory previews
- Stuff We Care About Today - Gassy Players Update
- Odds & Ends
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