Wrap – Week Ended 8/6/21



The Z4 crew had a great time but it's good to be back.  Thanks very much for your patience in our absence as we toyed about with the interns in the Rockies.


A few extra tables from last week's data are included below.


Holdings Watch:


Natural Gas Storage

The Oil Inventory Summary Table


2 Responses to “Wrap – Week Ended 8/6/21”

  1. 1
    crysball Says:

    According to the enclosed Rystad market analysis the early adapting well operators are reaping significant cost & speed benefits……however the frac suppliers can’t get pricing traction for the service:


  2. 2
    zman Says:

    re 1 – or they could have just listened to the LBRT, PUMP, and NEX calls since management said pretty much exactly that during their Q&A’s.

Leave a Reply

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