06
Jun

Tuesday Morning – ENPH

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:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today – ENPH
  4. Odds & Ends

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05
Jun

Monday Morning

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Housekeeping Watch  

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    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:

    1. Holdings Watch
    2. Commodity Watch
    3. The Week That Was
    4. Stuff We Care About Today – The Week Ahead 
    5. Odds & Ends

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    03
    Jun

    Wrap – Week Ended 06/02/23

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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 

    For a Test Drive click here:

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    02
    Jun

    T.G.I.F.

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    Housekeeping Watch: 

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    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:

    1. Holdings Watch
    2. Commodity Watc​h - ST natural gas supply demand balance sheet, NGL prices,
    3. Natural Gas Inventory Review
    4. Stuff We Care About Today - Natural Gas Macro Slide Show, NFE
    5. Odds & Ends

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    01
    Jun

    Thursday Morning – Gassy Players Update

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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:

    1. Holdings Watch
    2. Commodity Watc​h - with oil and natural gas inventory previews
    3. Stuff We Care About Today - Gassy Players Update
    4. Odds & Ends

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