Archive for September, 2018


29
Sep

Wrap – Week Ended 09/28/18

. . Questions and comments under The Wrap will be addressed in the Monday Post.  . Not a subscriber?   Fix that.   Email us for details at zman@zmansenergybrain.com . The Blotter is updated.  


28
Sep

Friday Morning – Gassy Players

. . Market Sentiment Watch: In today's post please find the OPEC graphs, the natural gas review (much smaller than expected injection; see revisions to our 2018 E Peak, next week look for a bigger injection on milder weather), the gassy players table (very little change in prices over the last month despite firming gas – […]


27
Sep

Thursday Morning – Bakken Players Update

. . Market Sentiment Watch: Busy day on the economic data front and political fronts. In today's post please find the oil inventory review, the natural gas preview (Street looking for another increase in the 5 year average deficit), the Bakken Players Short Table (expanded), and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am […]


26
Sep

Wednesday Morning

. . Market Sentiment Watch: Fed announcement day.  In energyland, traders are anticipating an extraordinary SPR release or some other Presidential action/attempt to dampen oil prices.  In today's post please find the oil inventory preview (expectations remain mired to small changes; API was modestly bearish), the natural gas inventory preview (as expected, consensus is calling for […]


25
Sep

Tuesday Morning – CRK

. . Market Sentiment Watch: In energyland, all eyes on the U.S. President speaking at the U.N. today as he comments on Iran (he rejected the idea of a meeting with Rouhani earlier this morning) and probably OPEC as well. In today's post please find the oil inventory preview (Street looking for a fairly benign looking […]

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