24
Apr

Wednesday Morning – ENPH, RRC, EQT

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Housekeeping Watch:

In today's post please find:

  • the oil inventory preview,
  • the natural gas inventory preview,
  • a few natural gas charts of interest,
  • comments on the ENPH 1Q24 results and outlook,
  • comments on big cap gassy player 1Q24 reports from RRC and EQT,
  • and some other odds and ends.

Ecodata Watch:

  • We get durable goods at 8:30 am EST (F = 2.8%, last read was 1.3%),
  • We get the EIA oil inventory report at 10:30 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 - ENPH, RRC, EQT, 1Q24 Energy Calendar, BKR 
  4. Odds & Ends

Click the link directly below this to ...  Continue Reading »


23
Apr

Tuesday Morning – HAL

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 on the HAL quarter,
  • ENPH preview (largely repeating last week's preview for convenience),
  • and some other odds and ends.

Ecodata Watch:

  • We get new home sales at 10 am EST (F = 670,000; last read was 662,000), 
  • 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 – HAL, ENPH, 1Q24 Calendar, NXT 
  4. Odds & Ends

Click the link directly below this to ...

Continue Reading »


22
Apr

Monday Morning – 1Q24 Energy Earnings Week 2

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    In today's post please find:

    • The Week That Was,
    • 1Q24 Energy Calendar Update, 
    • and some other odds and ends.

    In case you missed The Wrap

    Eco Data Watch: 

    • None scheduled. 

    The Week Ahead:  

    • Tuesday - New home sales, 
    • Wednesday - Druabe goods, EIA Oil Inventories
    • Thursday - Jobless claims, 1Q GDP, pending home sales, EIA Natural Gas Storage,
    • Friday - PCE, consumer sentiment. 

    In Today’s Post:

    1. Holdings Watch
    2. Commodity Watch
    3. The Week That Was
    4. Stuff We Care About Today – 1Q24 Energy Earnings Calendar Update, 
    5. Odds & Ends

    Click the link directly below this to ...

    Continue Reading »


    20
    Apr

    Wrap – Week Ended 04/19/24

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    The ZLT was off 3.4% on the week during the first week of 1Q24 energy earnings as tensions in the Middle East eased and commodities ebbed. We added to some of our positions and opened one new position. We have over 70 names (owned or of interest) reporting over the next 5 weeks). Please see the Calendar link at upper left.

    Holdings Watch:

    • We added one new oily upstream position.
    • We added to one sand name and two frac names last week.
    • No positions were closed.
    • The blotter is updated. 

    Questions and comments under The Wrap will be addressed in the Monday post.

    Questions about the site can be sent to zmanalpha@gmail.com.

    Have a good weekend,

    Z


    19
    Apr

    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 zmanalpha@gmail.com 

    In today's post please find:

    • the natural gas storage slide show (now at link to left),
    • LBRT post quarter quick comments,
    • AESI incident comments,
    • comments on the SLB quarter,
    • and some other odds and ends.

    Ecodata Watch:

    • No economic data release scheduled. 

    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 - SLB, LBRT, AESI,1Q24 Calendar Update 
    5. Odds & Ends

    Click the link directly below this to ...  Continue Reading »

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