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Holdings Watch: 

• The blotter is updated

Please see Friday's post for the latest version of So Far This Quarter as well as the current 2Q21 Energy Earnings Calendar here.

Have a good weekend,

Z

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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 zman@zmansenergybrain.com
• Please see the additional Housekeeping Watch at the end of this post. 

In today's post please find:

• the natural gas review (smaller than expected build; look for a sequentially smaller one again next week as well),
• comments on the COG quarter,
• comments on the SWN quarter,
• and some other odds and ends.

Ecodata Watch:

• We get personal income at 8:30 am EST (F = -0.4%, last read was -2.0%),
• We get consumer spending at 8:30 am EST (F = 0.6%, last read was 0.0%),
• We get core inflation at 8:30 am EST (F = 0.5%, last read was 0.5%),
• We get Chicago PMI at 9:45 am EST (F = 64.0, last read was 66.1),
• We get consumer sentiment at 10 am EST (F = 80.5, last read 80.8).

In Today’s Post:

1. Holdings Watch
2. Commodity Watc​h
3. Natural Gas Inventory Review
4. Stuff We Care About Today - COG, SWN
5. Odds & Ends

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

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Market Sentiment Watch:

• Busy busy day in energy land.

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 zman@zmansenergybrain.com
• Have you bookmarked our backup site?  It's rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com
• Comments in this post are more brief than usual due to high reporting volume; if something is not clear please ask.  
• Please see the housekeeping watch at the end of this post. 

In today's post please find:

• the oil inventory review (positive report as weeklies go),
• the natural gas preview (consensus holding in line with our expectations from last Friday; next week should be smaller yet again),
• comments on several quarterly reporters, 
• and some other odds and ends. 

Ecodata Watch:

• We get jobless claims at 8:30 am EST (F = 380,000, last read was 419,000),
• We get 2Q21 GDP at 8:30 am EST (F = 8.5%, last read was 6.4%),
• We get pending home sales at 10 am EST (F = 0.5%, last read was 8.0%),
• We get the EIA Natural Gas Storage Report at 10:30 am EST. 
  

In Today’s Post:

1. Holdings Watch
2. Commodity Watc​h
3. Oil Inventory Review 
4. Stuff We Care About Today - NOVA, CLB  (TBA), EQT, CNX, VLO,  PTEN, AR, OII, So Far This Quarter, 2Q21 Calendar Update
   
5. Odds & Ends

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

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Market Sentiment Watch:

• All eyes on the Fed's tea leaves. Probably more on Covid as well. 

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 zman@zmansenergybrain.com
• Have you bookmarked our backup site?  It's rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com
• Please see the housekeeping watch at the end of this post. 

In today's post please find:

• the oil inventory preview (across the board stock draws expected),
• the natural gas inventory preview (consensus in line with us; sequentially smaller build expected by us for next week),
• comments on a number of 2Q21 reports,
• and some other odds and ends.

Ecodata Watch:

• We get advance trade in goods at 8:30 am EST (no forecast, last month was -$88.1 B),
• We get the FOMC announcement at 2 pm EST followed by the Powell press conference at 2:30 pm.
• 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 - QS, ENPH, LBRT, So Far This Quarter, Calendar, BWEN, USWS
4. Odds & Ends

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

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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 zman@zmansenergybrain.com
• Have you bookmarked our backup site?  It's rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com
• Please see the housekeeping watch at the end of this post. 

In today's post please find:

• the early read on oil inventories,
• the very early read on natural gas inventories (consensus forming up as expected),
• comments on the RRC quarter,
• earnings synopsis of the quarter so far,
• and some other odds and ends.
  

Ecodata Watch:

• We get Durable goods at 8:30 am EST (F = 2.0%, last read was 2.3%),
• We get Case-Shiller home prices at 9 am (no forecast),
• We get consumer confidence at 10 am EST (F = 125, last read was 127.3),
• We get housing vacancies at 10 am EST (no forecast),
• 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 –  So Far This Quarter, 2Q21 Calendar Update, RRC, TSLA, LBRT
4. Odds & Ends

Click the link directly below this to ...

Continue Reading »