22
Apr
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In today's post please find:
- the oil inventory review (fairly neutral as weeklies go, although easy comps allowed Crude, Gasoline and Distillates to all improve YoY and to the 5 year average),
- the natural gas preview (smaller this week with a smaller number next week as well),
- CLB 1Q21 comments,
- VLO 1Q21 comments ---,
- and some other odds and ends.
Ecodata Watch:
- We get jobless claims at 8:30 am EST (F = 603,000; last read was 576,000),
- We get existing home sales at 10 am EST (F = 6.11 mm, last read was 6.22 mm),
- We get leading indicators at 10 am EST (F = 1.0%, last read was 0.2%),
- We get the EIA Natural Gas Storage Report at 10:30 am EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch
- Oil Inventory Review
- Stuff We Care About Today - CLB, VLO, 1Q21 Earnings Calendar
- Odds & Ends
Click the link directly below this to ... 
Continue Reading »
Posted in CLB, VLO by: zman
87 Comments
21
Apr
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In today's post please find:
- the oil inventory preview (similar report to last week's expected and note that again this report is up against very easy year ago comparisons),
- the natural gas inventory preview,
- HAL,
- 1Q21 earnings calendar,
- and some other odds and ends.
Ecodata Watch:
- No economic data release scheduled.
- We get the EIA Oil Inventory report at 10:30 am EST.
In Today’s Post:
- Holdings Watch - things we're watching
- Commodity Watch - with oil and natural gas inventory previews
- Stuff We Care About Today - HAL, 1Q21 Calendar
- Odds & Ends
Click the link directly below this to ... Continue Reading »
Posted in hal by: zman
69 Comments
20
Apr
.
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In today's post please find:
- the early read on oil inventories (benign looking report with an expectation of a crude draw and small product builds; note this is another week of easy comps relative to last year due to the rapid decline in demand we were seeing a year ago due to Covid-19),
- the very early read on natural gas inventories (consensus calls for a smaller build this week),
- NIO comments and a cheat sheet update,
- VCVC adding autonomous driving capability,
- and some other odds and ends.
Ecodata Watch:
- No economic data release scheduled.
- We get API at 4:30 pm EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch
- Stuff We Care About Today – NIO, VCVC
- Odds & Ends
Click the link directly below this to ...
Continue Reading »
Posted in NIO by: zman
49 Comments
19
Apr
.
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Market Sentiment Watch:
- Very light week on the economic and energy data fronts,
- Oil and gas rallied later week on better commodity pricing (sentiment for oil space names improved like flipping a light switch as prices ticked across $60 for the May contract and 12 month strip).
- Renewable space names continue to be very much a mixed bag during spring and we continue to nibble in some of our smaller holdings there.
- 1Q21 reporting season kicks off late this week with the HAL and SLB calls.
In today's post please find:
- The Week That Was,
- The Five Things,
- and some other odds and ends.
In case you missed The Wrap please click here.
Ecodata Watch:
- No economic data release scheduled.
The Week Ahead:
- Tuesday - No economic data release scheduled. We get API oil inventories after the close.
- Wednesday - No economic data release scheduled, EIA oil inventories,
- Thursday - Jobless claims, existing home sales, leading indicators, EIA natural gas inventories,
- Friday - New home sales.
In Today’s Post:
- Holdings Watch
- Commodity Watch
- The Week That Was
- Stuff We Care About Today – The Five Things
- Odds & Ends
Click the link directly below this to ...
Continue Reading »
Posted in Uncategorized by: zman
27 Comments
17
Apr
.
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Holdings Watch:
- No sales last week.
- We added to one grid name, one solar sector play, and one gassy player (yet again) last week.
- The Blotter is updated.
Questions/comments under The Wrap will be addressed in the morning post. Questions about the site can be sent to zman@zmansenergybrain.com.
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Posted in Uncategorized by: zman
No Comments
