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 »


    18
    Apr

    Thursday Morning – LBRT

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    Housekeeping Watch:

    • We have accelerated a partial format change to this week. We have dedicated two new pages (Oil Inventory Slide Show and Natural Gas Storage Slide Show pages (links)) at left to the weekly Oil Inventory and Natural Gas Storage slide shows instead of having those slide shows in the Thursday and Friday posts. This change was planned for this summer in combination with a site redesign but I frankly get the "reduced scrolling" people want to see and it's something we can do more easily than the new theme transition. While no one likes change we hope you like this one.

    In today's post please find:

    • the oil inventory snapshot - Slide Show link at left  
    • the natural gas inventory preview,
    • comments on the LBRT 1Q24 report,
    • BSM trims distribution as previously telegraphed,
    • and some other odds and ends.

    Ecodata Watch:

    • We get jobless claims at 8:30 am EST (F = 215,000; last read was 211,000),
    • We get Philly Fed at 8:30 am EST (F = 2.5, last read was 3.2),
    • We get existing home sales at 10 am EST (F = 4.17 mm, last read was 4.38 mm),
    • We get leading indicators at 10 am EST (F = -0.1%, last read was +0.1%),
    • 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 - LBRT, 1Q24 Energy Earnings Calendar, BSM  
    4. Odds & Ends

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


    17
    Apr

    Wednesday Morning – Earnings Previews

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    Housekeeping Watch:

    • Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com.
    • If you are not getting emails at the proper address or not getting them at all please let us know at zmanalpha@gmail.com 
    • We will accelerate a partial format change to this week. This will involve dedicating two new pages (links) at left to the weekly Oil Inventory and Natural Gas Storage slide shows instead of having those slide shows in the Thursday and Friday posts. This change was planned for this summer in combination with a site redesign but I frankly get the "reduced scrolling" people want to see and it's something we can do more easily than the new theme transition. While no one likes change we hope you like this one.

    In today's post please find:

    • the oil inventory preview,
    • the natural gas inventory preview, 
    • a series of earnings previews,
    • PED operations update,
    • and some other odds and ends.

    Ecodata Watch:

    • We get the EIA oil inventory report at 10:30 am EST.
    • We get the Beige Book at 2 pm 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, AR, PED, 1Q24 Calendar Update 
    4. Odds & Ends

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

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