26
Feb
. . 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 natural gas review (2nd largest withdrawal on record; five year comp now in deficit; next week’s draw to be smaller for […]
Posted in swn, TPIC | 74 Comments »
25
Feb
. . Market Sentiment Watch: Busy end to the week ahead. Please note that some of our comments on reporting names may be more brief than usual due to a congested calendar and some names who report pre market. If something isn’t clear please ask about it in the comments section. In today’s post please […]
Posted in BWEN, OII, PLUG, Uncategorized | 89 Comments »
24
Feb
. . Housekeeping Watch: If you are not getting ZBLAST trade notifications at the proper email address please drop us a note at zman@zmansenergybrain.com In today’s post please find: the oil inventory preview (messy data set due to weather but big withdrawals expected across the board), the natural gas inventory preview (consensus augers for 2nd […]
Posted in ACTC, COG, pxd, RRC, SOAC | 86 Comments »
23
Feb
. . Market Sentiment Watch: Economic eyes on Powell testimony. Market eyes on tech. In today’s post please find: the early read on oil inventories (big withdrawals expected in what will be a pretty sloppy report), the very early read on natural gas inventories (range forming up in 2nd biggest on record storage withdrawal territory), […]
Posted in FANG, LPI, MGY | 86 Comments »
22
Feb
. . Market Sentiment Watch: Another busy week on the economic data front. Energy eyes on strong results from Israel on Covid vaccine efficacy, Iran, and lead up to the next OPEC+ meeting. In today’s post please find: The Week That Was, The Four Things, and some other odds and ends. In case you missed […]
Posted in Uncategorized | 55 Comments »