Archive for February, 2021


Wrap – Week Ended 02/26/21

. . 4Q20 energy earnings season is winding down. Traditional energy has held up well (largely on strong oil prices and reiterated promises of capital discipline) but tech/renewables has gotten increasingly sloppy over the last couple of weeks. Holdings Watch: We added to 1 core gassy name last week. We added to 1 core wind […]



. .   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 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 […]


Thursday Morning – OII

. . 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 […]


Wednesday Morning

. . Housekeeping Watch: If you are not getting ZBLAST trade notifications at the proper email address please drop us a note at  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 […]


Tuesday Morning – MGY

. . 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), […]

Zman's Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette