17
May

T.G.I.F

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Housekeeping Watch: 

  • Houston be safe.
  • 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:

  • noteworthy natural gas charts,
  • the natural gas storage slide show,
  • the natural gas supply / demand update, 
  • comments and a cheat sheet update for MGY,
  • and some other odds and ends.

Ecodata Watch:

  • We get leading indicators at 10 am EST (F = -0.3%, last read was -0.3%).

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 - MGY, VWDRY
  5. Odds & Ends

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16
May

Thursday Morning – SND, PED

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Housekeeping Watch:

In today's post please find:

  • the oil inventory snapshot - Slide Show link  
  • the natural gas inventory preview,
  • a conversastion with management and cheat sheet update for SND, 
  • comments on the PED 1Q24 results and a full cheat sheet update, 
  • GRNT insider buy,
  • CIVI selling shareholder secondary,  
  • and some other odds and ends.

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 221,000; last week was 231,000),
  • We get Philly Fed at 8:30 am EST (F = 8, last read was 15.5),
  • We get housing starts at 8:30 am EST (F = 1.4 mm, last read was 1.32 mm),
  • We get building permits at 8:30 am EST (F = 1.48 mm, last read was 1.46 mm),
  • We get import prices at 8:30 am EST (F = 0.3%, last month was 0.4%),
  • We get industial production at 9:15 am EST (F = 0.1%, last read was 0.4%),
  • We get capacity utilization at 9:15 am EST (F = 78.4%, flat with last read),-
  • 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 - SND, PED, GRNT, CIVI, MGY
  4. Odds & Ends

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15
May

Wednesday Morning – NXT, GOEV

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Housekeeping Watch:

In today's post please find:

  • the oil inventory preview,
  • the natural gas inventory preview, 
  • comments on the NXT and GOEV quarters,
  • MGY selling shareholder secondary announced (about time),
  • and some other odds and ends.

Ecodata Watch:

  • We get CPI at 8:30 am EST
    • Forecast = 0.4%, last month was 0.3%,
    • YoY forecast = 3.4%, last month was 3.5%,
    • Core Forecast = 0.3%, last month was 0.4%.
    • Core YoY forecast = 3.6%, last month was 3.8%,
  • We get retail sales at 8:30 am EST
    • Headline forecast = 0.5%, last month was 0.7%,
    • Ex Autos forecast = 0.2%, last month was 0.9%.
  • We get Empire State at 8:30 am EST (F = -10, last read was -14.3),
  • We get home builder confidence at 10 am EST (F = 50, last read was 51),
  • 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 - NXT, GOEV, MGY, REE 
  4. Odds & Ends

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14
May

Tuesday Morning – SND, GRNT

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,
  • OPEC MOMR comments,
  • comments on SND's 1Q24 report,
  • a GRNT cheat sheet update,
  • and some other odds and ends.

Ecodata Watch:

  • We get PPI at 8:30 am EST:
    • Headline forecast = 0.3%, last month was 0.2%,
    • Copre PPI forecast = 0.2%, last month was 0.2%, 
  • 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 – SND, GRNT, 1Q24 Energy Calendar link
  4. Odds & Ends

Click the link directly below this to ...

Continue Reading »


13
May

Monday Morning – Last Week of 1Q24 Earnings Season

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    In today's post please find:

    • The Week That Was,
    • PTEN pens deal with ADNOC,
    • PR with big selling shareholder secondary, 
    • and some other odds and ends.

    In case you missed The Wrap

    Eco Data Watch: 

    • No economic release scheduled.
    • We get the EIA DPR around noon. 

    The Week Ahead: 

    • Tuesday - PPI, OPEC Monthly, 
    • Wednesday - CPI, retail sales, Empire State, home builder confidence, business inventories, EIA Oil Inventories
    • Thursday - Jobless claims, Philly Fed, housing starts, building permits, import prices, industrial production, capacity utilization, EIA Natural Gas Storage,
    • Friday - Leading indicators. 

    In Today’s Post:

    1. Holdings Watch
    2. Commodity Watch
    3. The Week That Was
    4. Stuff We Care About Today – PTEN, PR, 1Q24 Energy Earnings Calendar, 
    5. Odds & Ends

    Click the link directly below this to ...

    Continue Reading »

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