29
Mar
.
.
Housekeeping Watch:
In today's post please find:
- the oil inventory preview (another week of expectations for a small crude build (without adjustment a draw) and product draws),
- the natural gas inventory preview,
- comments and a cheat sheet update for PR,
- and some other odds and ends.
Ecodata Watch:
- We get pending home sales at 10 am EST (F = -3.0%, last read was 8.1%).
- We get the EIA oil inventory report at 10:30 am EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch - with oil and natural gas inventory previews
- Stuff We Care About Today - PR, NXT, PTRA, ENPH
- Odds & Ends
Click the link directly below this to ... 
Continue Reading »
28
Mar
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,
- the early read on oil inventories,
- comments and a cheat sheet update for BSM,
- comments on the EE 4Q22 results,
- and some other odds and ends.
Ecodata Watch:
- We get advance trade in goods at 8:30 am EST (no forecast, -$91.9 B)
- We get the Case-Shiller home price index at 8:30 am EST (F = 2.5%, last read was 4.6%),
- We get consumer confidence at 10 am EST (F = 101.3; last read was 102.9),
- We get API Oil Inventories at 4:30 pm EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch
- Stuff We Care About Today – BSM, EE
- Odds & Ends
Click the link directly below this to ...
Continue Reading »
27
Mar
.
.
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
- IF you "unsubscribe" from one of our emails please know that you will not be able to receive ZBLAST emails in the future without going through a new process for receiving them.
- Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com.
- You can receive an email notification each time we post by entering your email address in the space at left.
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.
Eco Data Watch:
The Week Ahead:
- Tuesday - Advance trade in goods, Case-Shiller home price index, consumer confidence,
- Wednesday - Pending home sales, EIA Oil Inventories,
- Thursday - Jobless claims, GDP revision, EIA Natural Gas Storage,
- Friday - Personal income, personal spending, PCE index, consumer sentiment.
In Today’s Post:
- Holdings Watch
- Commodity Watch
- The Week That Was
- Stuff We Care About Today – The Five Things (parts 1-4,
- Odds & Ends
Click the link directly below this to ...
Continue Reading »
26
Mar
.
.
Group trying to find traction with modest gains in most traditional energy ETFs and in the ZLT as well. The oil service names continue to lag on fear but we've not seen evidence of a rollover in activity or pricing yet.
Questions and comments under The Wrap will be addressed in the Monday post.
Questions about the site maybe addressed to zman@zmansenergybrain.com.
Other Notable Items.
Frac spreads reached our target level of 290 to 300 late in the quarter (vs or expectation of mid quarter). Not a big deal and our sense has been that the early year slippage and late rally has been a function of basin to basin moves, adverse weather, and a difference in accounting for spreads vs aggregate horsepower. Fears of roll in activity are unfounded.
.
24
Mar
.
.
Market Sentiment Watch: Same story, different bank (Deutsche). Market player eyes focused on the short term (quarter end).
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
In today's post please find:
- the natural gas storage slide show,
- the weekly natural gas outlook,
- comments and a cheat sheet update for CRK,
- and some other odds and ends.
Ecodata Watch:
- We get durable goods at 8:30 am EST (F = -0.3%, last read was -4.5%).
In Today’s Post:
- Holdings Watch
- Commodity Watch - ST natural gas supply demand balance sheet, NGL prices,
- Natural Gas Inventory Review
- Stuff We Care About Today - CRK
- Odds & Ends
Click the link directly below this to ... Continue Reading »
