Archive for January, 2021


15
Jan

T.G.I.F.

. . Market Sentiment Watch: Market mulls $1.9 trillion U.S. stimulus plan. MLK day is Monday. We wish you a peaceful 3 day weekend. 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 […]


14
Jan

Thursday Morning

. . Market Sentiment Watch: Energy eyes on OPEC monthly and natural gas storage/weather.  The OPEC monthly as expected saw few changes with no change in the 2021 GDP forecast, no big shifts in supply nor demand and no change in the “Call on OPEC” for 2020 or 2021 (see our OPEC dashboard below). Market […]


13
Jan

Wednesday Morning

. . Market Sentiment Watch:  Energy eyes on: the OPEC Monthly tomorrow (we don’t expect a large further reduction in the 2021 call on OPEC) and IEA’s monthly on Friday (expect a little more cautious stand on demand for 1H21 with a good chance of that being largely just shifted into 3Q21). Market eyes still […]


12
Jan

Tuesday Morning – AR

. . Market Sentiment Watch: Market eyes sort-of-maybe on D.C. machinations (can’t really tell the market cares much), Covid cases remain high leading to extended re-lockdowns in Europe, Asia.  In the U.S. vaccinations are accelerating and the vaccinated count is near 9 mm.  Energy eyes on EIA STEO today (and we would not be surprised […]


11
Jan

Monday Morning

. . Market Sentiment Watch: Energy eyes on the STEO and the OPEC and IEA monthlies this week. We expect some shuffling of the quarters for demand forecasts with reductions to 1Q and potentially 2Q followed by a bumped up 2H21. We don’t expect a significant further reduction in Call on OPEC for 2021.  Market […]

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