25
May
.
.
Housekeeping Watch:
In today's post please find:
- the oil inventory preview (benign report expected; API was modestly positive),
- the natural gas inventory preview,
- comments on the EE quarter,
- comments on SBOW,
- a long term contract for the last of the newbuild clean fleets for USWS,
- and a free piece on HPK
- and some other odds and ends.
Ecodata Watch:
- We get durable goods at 8:30 am (F = 0.6%, last read was 0.8%),
- We get the EIA oil inventory report at 10:30 am EST,
- We get the FOMC minutes at 2 pm EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch - with oil and natural gas inventory previews
- Stuff We Care About Today - EE, SBOW, USWS, HPK
- Odds & Ends
Click the link directly below this to ... 
Continue Reading »
24
May
.
.
In today's post please find:
- the very early read on natural gas inventories (consensus is inline with the bottom of our expected range),
- comments and a cheat sheet update for CIVI,
- and some other odds and ends.
Ecodata Watch:
- We get new home sales at 10 am EST (F = 750,000, last read was 763,000),
- Powell speaks at Native American development conference at 12:20 pm EST.
- We get API Oil Inventories at 4:30 pm EST.
In Today’s Post:
- Holdings Watch
- Commodity Watch
- Stuff We Care About Today – CIVI, HPK, EE
- Odds & Ends
Click the link directly below this to ...
Continue Reading »
23
May
.
.
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:
- No economic data scheduled.
- SPR data for last week. Will be interesting to see if withdrawals rebounded to the 7 mm barrel level or not, having dipped to 5 mm in the 2nd week of the 1 mm bopd release campaign.
The Week Ahead:
- Tuesday - New home sales,
- Wednesday - Durable goods, FOMC minutes, EIA Oil Inventories,
- Thursday - Jobless claims, pending home sales, EIA Natural Gas Storage,
- Friday - Advance trade in goods, consumer sentiment.
In Today’s Post:
- Holdings Watch
- Commodity Watch
- The Week That Was
- Stuff We Care About Today – The Five Things, TPIC, CIVI, HPK
- Odds & Ends
Click the link directly below this to ...
Continue Reading »
21
May
.
.
ZLT up 4.9% last week, supported by our core upstream names and a bounce in the small renewables wedge of the portfolio. Traditional energy ranged from up 0.3% (XOI) to up 2.4% (XOP). We have a number of names near their 52 week highs while trading at/near record forward implied yields, but still at forward multiple recent lows on conservative price decks ($80 and $4.25 for 2022).
Free Stuff Last Week Watch: None
Holdings Watch:
Questions about the site may be directed to zman@zmansenergybrain.com
Questions and comments under The Wrap will be addressed in the Subscriber Mailbag section of the Monday post as needed.
Have a good weekend,
Z
.
20
May
.
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 review (in line report; looking for a modestly larger build next week),
- trading idea,
- and some other odds and ends.
Ecodata Watch:
- No economic data scheduled.
In Today’s Post:
- Holdings Watch
- Commodity Watch
- Natural Gas Inventory Review
- Stuff We Care About Today - trading idea, EE
- Odds & Ends
Click the link directly below this to ... Continue Reading »
