30
May

Thursday Morning – Dueling Natural Gas Storage and Oil Inventory Reports, CRK

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Housekeeping Watch:

In today's post please find:

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

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F 218,000; last read was 215,000),
  • We get 1Q24 GDP revision at 8:30 am EST (F = 1.2%, initial read was 1.6%),
  • We get pending home sales at 10 am EST (F = -0.4%, last month was +3.4%),
  • We get the EIA natural gas storage report at 10:30 am EST.
  • We get the EIA oil inventory report at 11 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 - CRK, REE
  4. Odds & Ends

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29
May

Wednesday Morning – CIVI + COP Acquires MRO

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 storage,
  • the early read on oil inventories (no report today due to the holiday),
  • comments and a cheat sheet update for CIVI,
  • COP buys MRO in all stock deal, 
  • and some other odds and ends.

Ecodata Watch:

  • We get the Beige Book at 2 pm EST, 
  • 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 – CIVI, COP+MRO
  4. Odds & Ends

Click the link directly below this to ...

Continue Reading »


28
May

Tuesday Morning

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    In today's post please find:

    • The Week That Was, 
    • and some other odds and ends.

    In case you missed The Wrap

    Eco Data Watch: 

    • We get Case Shiller home prices at 9 am EST (F = 7.3%, flat with last month),
    • We consumer confidence at 10 am EST (F = 96, last read was 97).

    The Week Ahead: 

    • Wednesday - Beige book,
    • Thursday - Jobless claims, GPD revision, advanced trade in goods and inventories, pending home sales, EIA Natural Gas Storage, EIA Oil Inventories
    • Friday - Personal income and spending, PCE, Chicago PMI. 

    In Today’s Post:

    1. Holdings Watch
    2. Commodity Watch
    3. The Week That Was
    4. Stuff We Care About Today
    5. Odds & Ends

    Click the link directly below this to ...

    Continue Reading »


    27
    May

    Wrap – Week Ended 05/24/24

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    We take time to honor the US fallen service men and women on this Memorial Day. We cannot thank them or their families enough.

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    The ZLT was off 1.2% on the week last week and is up 14.5% YTD.

    Questions and comments under The Wrap will be addressed in the Tuesday post. Questions about the site may be directed to zman@zmansenergybrain.com

    Have a peaceful weekend,

    Z


    24
    May

    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,
    • the natural gas supply / demand update, 
    • comments and a cheat sheet update for CHRD,
    • PED chat comments,
    • and some other odds and ends.

    Ecodata Watch:

    • We get durable goods at 8:30 am EST (F = -0.5%, last read was +2.6%),
    • We get consumer sentiment at 10 am EST (F = 67.6, last read was 67.4). 

    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 - CHRD, PED
    5. Odds & Ends

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

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