Archive for October, 2014


Wrap – Week Ended 10/24/14

. . Questions under the wrap will be addressed in the Monday post. If you have questions about Zman's Energy Brain please email them to   


Friday Morning

. .   Market Sentiment Watch: Nervous market conditions continue and the sideways trade in Energyland continues to form up while oil prices knee jerk to each tiny scrap of OPEC related commentary.  In today's post please find the natural gas inventory slide show (slightly better than expected, expect more rapid roll off in injection over next […]


Thursday Morning

. . Market Sentiment Watch: Nervous market continues. In energyland we get another dose of Service earnings (we find today's less information laden in general) and are looking forward to the first E&Ps of the season on tomorrow and then into next week. For now, all eyes are still focused on what OPEC will or won't do […]


Wednesday Morning

. . Market Sentiment Watch: Another day with little in the way of newsworthy ecodata in the U.S.  Traction in energyland remains tentative as the E&P and Service groups make an effort to begin sideways trading in advance of the meat of E&P earnings season (some of the large E&Ps will be offering their thoughts […]


Tuesday Morning

. . Market Sentiment Watch: Nervous market conditions continue. In energyland nerves remain frayed. Our sense is that we are in the early days of bottoming action (sideways trading) in both E&P and Service. The combined comments out of BHI, SLB, and HAL regarding the near and long term activity expectations can be summed up as […]

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