. . Solid week with the ZLT outperforming the group and energy indexes. Holdings Watch: The Blotter is updated. Free Stuff Last Week: FLMN – model update and post 1Q21 thoughts AR – cheat sheet update and comments – Undervalued Cash Cow Last Friday’s post is open to the public – a SWN (unowned) cheat […]
. . We remember them and they have our gratitude. In today’s post please find: the natural gas review (bigger than expected injection; next week the heat kicks in and the injection should be slightly smaller), SWN cheat sheet update, Gassy Players update – Liquids Rich Group and some other odds and ends. Ecodata Watch: […]
. . In today’s post please find: the oil inventory review (positive as weeklies go and better than expected), the natural gas preview (first triple digit injection expect … will be rare this season), FLMN model and cheat sheet update, RRC cheat sheet update, and some other odds and ends. Ecodata Watch: We get jobless claims […]
. . In today’s post please find: the oil inventory preview (another benign weekly report expected), the natural gas inventory preview (first triple digit injection expected but it should be a rarity this season), MGY cheat sheet update, and some other odds and ends. Ecodata Watch: We get the EIA oil inventory report at 10:30 am […]
. . Housekeeping Watch: Not getting the ZBLAST trade notifications at the correct email address? Let us know at zman@zmansenergybrain.com In today’s post please find: the early read on oil inventories (benign), the very early read on natural gas inventories (biggest of the season so far but heat is on the way), WIOWIO part 2, […]
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