Archive for September, 2021


24
Sep

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 (in line storage build, 3 new graphs added to the usual Gas Graphs section, next week look for a […]


23
Sep

Thursday Morning – SHLS

. . In today’s post please find: the oil inventory review (neutral as weeklies go), the natural gas preview (consensus drifted up, more in line with our thoughts from last Friday), SHLS comments and a cheat sheet update, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = […]


22
Sep

Wednesday Morning

. . Market Sentiment Watch: All eyes on Fed. In today’s post please find: the oil inventory preview (across the board draws expected again), the natural gas inventory preview, COP – updated comments and pro forma cheat sheet, and some other odds and ends. Ecodata Watch: We get existing home sales at 10 am EST (F […]


21
Sep

Tuesday Morning – COP

. . In today’s post please find: the very early read on natural gas inventories (consensus is looking for a sequentially smaller build, we’re more flattish), requested comments on FLMN (unowned), comments on COP’s mega Delaware Basin buy, and some other odds and ends. Ecodata Watch: We get building permits at 8:30 am EST (no […]


20
Sep

Monday Morning

. Market Sentiment Watch:  Red open on tap with headlines reading 3 weeks of decline in the broad market lead to large futures drop in early morning hours of Monday. It could also be a stalled reconciliation bill effort, approaching U.S. debt ceiling, China debt concerns, and quarter end coming together as well. Watch for […]

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