. Market Sentiment: Pfizer vaccine reported 100% effective in kids down to age 12. Good news as the UK variant has been showing increased infection rates in teens in Europe and Canada. Window dressing in tech should be at an end. Oil eyes on OPEC+ tomorrow. . In today’s post please find: the oil inventory […]
. . Housekeeping Watch: If you have questions, please ask them. If you are not getting ZBLAST trade notifications at the appropriate email address please let us know at zman@zmansenergybrain.com. In today’s post please find: the very early read on natural gas inventories (consensus calling for a small build first build of the season; we […]
. . Market Sentiment Watch: Energy eyes on the OPEC+ pre game Supply chain concerns on the Suez In today’s post please find: The Week That Was, The Five Things, and some other odds and ends. In case you missed The Wrap please click here. Ecodata Watch: No economic data release scheduled. The Week […]
. . Holdings Watch: No position sales last week. We added to two names on group weakness. The blotter is updated. Notable items from the table below: The frac spread count continues to rise. See our comments on LBRT last week. Refiner throughput is about to cross over year ago levels, likely in the […]
. . 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 (modestly bigger than expected pull from storage; small draw possible next week, note the supply commentary), Friday Catchup, and […]
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