. Housekeeping Watch: If you have suggestions or need to contact us please use zmanalpha@gmail.com If you click the Z4 logo at the top of the screen this will always take you to the latest post. In today’s post please find: the oil inventory preview, the natural gas inventory preview, SND 1Q25 comments, Frac comp update, …
Tuesday Morning – NOG, VTLE, HPK, SND
Housekeeping Watch: If you have suggestions or need to contact us please use zmanalpha@gmail.com If you click the Z4 logo at the top of the screen this will always take you to the latest post. If you click the latest comment at right it will always take you to the bottom of today’s list of…
China Tariff Syndrome Monday
Housekeeping Watch: If you need to contact us please use zmanalpha@gmail.com If you click the Z4 logo at the top of the screen this will always take you to the latest post. China Watch: US to reduce tariffs on China from 145% to 30% China to reduce tariffs on US from 125% to 10% for…
Wrap – Week Ended 5/9/25
. Another solid week as earnings season wound down and the energy groups continued a slow recovery from the early April tariff induced sell off. We get the final week of the 1Q25 reporting season this week and as always, key summations can be found on the Last Week page, full write-ups can be found…
T.G.I.F.
Housekeeping Watch: If you need to contact us please use zmanalpha@gmail.com … emails to our zman address are currently almost 100% being routed to spam. Please for now use the gmail address. Thanks. If you click the Z4 logo at the top of the screen this will always take you to the latest post. In…