Archive for October, 2021


16
Oct

Wrap – Week Ended 10/15/21

. . Solid week with the ZLT up 4%.  Oily names continue to perform well while the gassy segment is taking a pause as investors wax and wane between fear of chasing the month gas price and missing out on the move in the strip. The mark to market and mark to reality for oil […]


15
Oct

T.G.I.F.

  . Market Sentiment Watch:  Headline – “S&P500 has best day since March on strong (banking) earnings.” Z4 Comment:  If they like those earnings wait until the energy names begin reporting. 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 […]


14
Oct

Thursday Morning – Dueling Inventory Reports

  . . In today’s post please find: the oil inventory preview (across the board builds expected), the natural gas inventory preview (consensus in line with our thoughts), PLUG comments, CRK comments, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST (F = 318,000; last read was 326,000), We […]


13
Oct

Wednesday Morning – Trading Ideas

. . In today’s post please find: the natural gas inventory preview (in line with our thoughts), shorter term trading ideas, and some other odds and ends. Ecodata Watch: We get CPI at 8:30 am EST (headline forecast = 0.3%, flat with last month; core CPI forecast = 0.3%, last week 0.1%), We get the FOMC […]


12
Oct

Tuesday Morning

. . In today’s post please find: the very early read on natural gas inventories (in line with our thoughts), comments on 2022 to 2024 price decks, oily hedge cheat sheet, and some other odds and ends. Ecodata Watch: The NFIB small business index came in at 99.1 vs a forecast of 100.0 and a […]

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

s2Member®