22
Apr

Thursday Morning – Oil Inventory Review plus more early part of season earnings

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In today's post please find:

  • the oil inventory review (fairly neutral as weeklies go, although easy comps allowed Crude, Gasoline and Distillates to all improve YoY and to the 5 year average),
  • the natural gas preview (smaller this week with a smaller number next week as well),
  • CLB 1Q21 comments,
  • VLO 1Q21 comments ---,
  • and some other odds and ends. 

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 603,000; last read was 576,000),
  • We get existing home sales at 10 am EST (F = 6.11 mm, last read was 6.22 mm),
  • We get leading indicators at 10 am EST (F = 1.0%, last read was 0.2%),
  • We get the EIA Natural Gas Storage Report at 10:30 am EST. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Oil Inventory Review 
  4. Stuff We Care About Today - CLB, VLO, 1Q21 Earnings Calendar
  5. Odds & Ends

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21
Apr

Wednesday Morning

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In today's post please find:

  • the oil inventory preview (similar report to last week's expected and note that again this report is up against very easy year ago comparisons),
  • the natural gas inventory preview,
  • HAL,
  • 1Q21 earnings calendar,
  • and some other odds and ends.

Ecodata Watch:

  • No economic data release scheduled.
  • We get the EIA Oil Inventory report at 10:30 am EST.

In Today’s Post:

  1. Holdings Watch - things we're watching
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - HAL, 1Q21 Calendar
  4. Odds & Ends

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20
Apr

Tuesday Morning – NIO

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In today's post please find:

  • the early read on oil inventories (benign looking report with an expectation of a crude draw and small product builds; note this is another week of easy comps relative to last year due to the rapid decline in demand we were seeing a year ago due to Covid-19),
  • the very early read on natural gas inventories (consensus calls for a smaller build this week),
  • NIO comments and a cheat sheet update, 
  • VCVC adding autonomous driving capability,
  • and some other odds and ends.

Ecodata Watch:

  • No economic data release scheduled.
  • We get API at 4:30 pm EST. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today – NIO, VCVC
  4. Odds & Ends

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Continue Reading »


19
Apr

Monday Morning

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Market Sentiment Watch:

  • Very light week on the economic and energy data fronts, 
  • Oil and gas rallied later week on better commodity pricing (sentiment for oil space names improved like flipping a light switch as prices ticked across $60 for the May contract and 12 month strip).
  • Renewable space names continue to be very much a mixed bag during spring and we continue to nibble in some of our smaller holdings there.
  • 1Q21 reporting season kicks off late this week with the HAL and SLB calls.

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 please click here.

 

Ecodata Watch:

  • No economic data release scheduled. 

The Week Ahead: 

  • Tuesday - No economic data release scheduled. We get API oil inventories after the close. 
  • Wednesday - No economic data release scheduled, EIA oil inventories, 
  • Thursday - Jobless claims, existing home sales, leading indicators, EIA natural gas inventories,
  • Friday - New home sales.  

In Today’s Post:

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

Click the link directly below this to ...

Continue Reading »


17
Apr

Wrap – Week Ended 04/16/21

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Holdings Watch: 

  • No sales last week.
  • We added to one grid name, one solar sector play, and one gassy player (yet again) last week.
  • The Blotter is updated. 

Questions/comments under The Wrap will be addressed in the morning post. Questions about the site can be sent to zman@zmansenergybrain.com.

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