Archive for May, 2021


12
May

Wednesday Morning – ARRY, QS

. . Market Sentiment Watch: Nervous market conditions. Market eyes on CPI. Please see the Housekeeping Watch near the bottom of today’s post. In today’s post please find: the oil inventory preview, the natural gas inventory preview (consensus inching lower towards our thoughts from late last week), ARRY 1Q21 (revenue beat, penny miss EPS, can’t […]


11
May

Tuesday Morning – BCEI, WIOWIO, OPEC

. . Market Sentiment Watch:  Tech sell off triggers global sell off with inflation fear rising. Please see the Housekeeping Watch near the bottom of today’s post. In today’s post please find: the very early read on natural gas inventories (another below average and below year ago storage build expected), a link to our comments […]


10
May

Monday Morning – Busy Day

. . Market Sentiment Watch: Much lighter week on the economic data front, On the energy front we get the monthly EIA STEO and monthly reports from OPEC and IEA. Please see the Housekeeping Watch near the bottom of today’s post. In today’s post please find: The Week That Was, The Five Things, 1Q21 So […]


08
May

Wrap – Week Ended 5/7/21

. . Holdings Watch: We sold our remaining PLUG position at $24.52, up 370%. We added to one solar area name and one commercial EV name. The blotter is updated.  Questions about the site, including taking a test drive can be addressed to zman@zmansenergybrain.com. Questions and comments under The Wrap will be addressed in the […]


07
May

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 review (slightly smaller than expected build; next week looks tame as well), comments on the TPIC 1Q21 report, a pre […]

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