Archive for April, 2021


30
Apr

T.G.I.F.

. . 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 storage review, comments COG 1Q21, comments on SWN 1Q21, comments on NIO 1Q21, and some other odds and ends. Ecodata Watch: […]


29
Apr

Thursday Morning – AR, OII

. . 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 oil inventory review (benign, slightly positive), the natural gas preview (small build expected with consensus falling as the week progressed, more seasonal […]


28
Apr

Wednesday Morning – ENPH, LBRT, FTCI

. . 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 Market Sentiment Watch: Fed day with more than the usual amount of tea leave reading likely. Also it’s OPEC+ day.  Potential for reduction in expected May and June […]


27
Apr

Tuesday Morning – FTCI IPO Preview, RRC, LBRT, ENPH

. . In today’s post please find: the very early read on natural gas inventories, RRC 1Q21 comments, FTC Solar IPO preview, ENPH 1Q21 preview/thoughts, LBRT 1Q21 preview/thoughts, and some other odds and ends. Ecodata Watch: We get Case-Shiller home prices at 9 am EST (no forecast, last read was 11.2%), WE get consumer confidence […]


26
Apr

Monday Morning

. . 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: We get durable goods at 8:30 am EST (no forecast, last read was -1.2%). The Week Ahead:  Tuesday – Case-Shiller home prices, consumer […]

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