02
Dec

Wrap – Week Ended 12/01/23

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The ZLT ended up 0.5% on the week this week. We are travelling so have a good weekend and we'll see you on Monday. 

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

Questions about the site may be directed to zmanalpha@gmail.com


01
Dec

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,
  • our read on next week's storage report, 
  • comments and a cheat sheet update for BSM,   
  • and some other odds and ends.

Ecodata Watch:

  • We get ISM manufacturing at 10 am EST (F = 47.7%, last read was 46.7%),
  • We get construction spending at 10 am EST (F = 0.3%, last read was 04%),
  • We get car sales over the course of the day, no forecast, last read was 15.5 mm annual rate. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - OPEC+ Watch, ST natural gas supply demand balance sheet, assorted supply and demand graphs,  
  3. Natural Gas Inventory Review
  4. Stuff We Care About Today - BSM, GRNT (bigger insider add), VWDRY, RRC 
  5. Odds & Ends

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


30
Nov

Thursday Morning – AR

Housekeeping Watch:

In today's post please find:

  • the oil inventory slide show, 
  • the natural gas inventory preview,
  • comments and a cheat sheet update for AR,
  • and some other odds and ends.

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 220,000; last week was 209,000),
  • We get personal income at 8:30 am EST (F = 0.2%, last read was 0.3%),
  • We get personal spending at 8:30 am EST (F = 0.2%, last read was 0.7%),
  • We get the PCE Index at 8:30 am EST
    • Core forecast at 0.2% vs 0.3% last month,
    • Core YoY forecast at 3.5% vs 3.7% last month,
    • Headline - no forecast - last reads were 0.2% last month with YoY at 3.4%.
  • We get pending home sales at 10 am EST (F = -2.0%; last read was 1.1%). 
  • We get the EIA natural gas storage report at 10:30 am EST.

In Today’s Post:

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

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


29
Nov

Wednesday Morning – RRC

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Housekeeping Watch:

In today's post please find:

  • the natural gas inventory preview, 
  • the oil inventory preview,
  • comments and a cheat sheet update for RRC,
  • and some other odds and ends.

Ecodata Watch:

  • We get the first 3Q23 GDP revision at 8:30 am EST (F = 5%, initial was 4.9%),
  • 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 - RRC
  4. Odds & Ends

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


28
Nov

Tuesday Morning – CRK, SD

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,
  • generation share graphs - Natural Gas continues to be the big winner of 2023. 
  • comments and a cheat sheet update for CRK,
  • a requested quick look at SD, 
  • and some other odds and ends.

Ecodata Watch:

  • We get S&P Case-Shiller home prices at 9 am EST (no forecast, last read was 2.2%), 
  • We get consumer confidence at 10 am EST (F = 101, last read was 102.6), 
  • We get API Oil Inventories at 4:30 pm EST.  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch - Generation share graphs 
  3. Stuff We Care About Today – CRK, SD quick thoughts, GRNT
  4. Odds & Ends

Click the link directly below this to ...

Continue Reading »

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