Archive for April, 2019


18
Apr

Thursday Morning – SLB

. . Market Sentiment Watch: DC politics may take center stage today. In today's post please find the oil inventory review (unexpected crude draw on a big drop in imports, a 0.1 mm bopd retreat by EIA for their view of Lower 48 oil production, and modest product draws for both gasoline and distillates … all […]


17
Apr

Wednesday Morning – WIOWIO Part 3

. . Market Sentiment Watch: China data in focus. In today's post please find the oil inventory preview (more benign consensus expectation for EIA but API was more bullish than usual, especially on the gasoline front which if reflected by EIA would sport the 9th consecutive week of significant draw down), the natural gas inventory preview, […]


16
Apr

Tuesday Morning – WIOWIO Part 2

. . Market Sentiment Watch: In today's post please find the early read on oil inventories (looking for higher refiner throughput this week, a bounce in exports and lower gasoline demand – Street again reflecting product draws and a smaller crude build), the very early read on natural gas inventories (much bigger than the prior week […]


15
Apr

Monday Morning

. . Market Sentiment Watch: 1Q19 earnings season begins at the end of this holiday shortened week with service name SLB.  All eyes on Capex thoughts under a better-than-4Q18-reporting-season commodity price regime. In today's post please find The Week That Was, and some other odds and ends.  Ecodata Watch: We get Empire State at 8:30 am […]


13
Apr

Wrap – Week Ended 4/12/19

. . ZLT up 3.1% on week, up 23.2% YTD as the 1Q19 earnings season approaches.  Not a subscriber? We can fix that. It's cheaper than a cup of coffee a day and better for you. Contact zman@zmansenergybrain.com . The trading blotter is updated. . Positions are updated here. .

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