. . Solid week for the ZLT as solar segment components of the portfolio continue to wake up from a 9 month slumber helping to drive us up 2.4% on the week while some of our more traditional energy segments slipped modestly. New all times highs in our ENPH position and multi month highs in […]
. . 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 If you know of anyone who would be interested in a subscription before we raise prices, like everyone else, drop them a line or have them contact zman@zmansenergybrain.com […]
. . Housekeeping Watch: Busy day and our comments may be more limited than usual. If something isn’t clear please ask in the comments section. If you know of anyone who would be interested in a subscription before we raise prices, like everyone else, drop them a line or have them contact zman@zmansenergybrain.com In today’s […]
. . In today’s post please find: the oil inventory preview, the natural gas inventory preview, comments on the ENPH quarter (beat, guide above Street, improved supply chain backdrop, strong demand), comments on the QS quarter (incremental progress), comments on the LBRT quarter (mixed bag on costs; digiFrac gets long term contract biz), comments on […]
. . In today’s post please find: the very early read on natural gas inventories (Street in line with our thoughts from last Friday for this week), So Far This Quarter (3Q21), and some other odds and ends. Ecodata Watch: We get Case-Shiller home prices at 9 am EST (no forecast, last read was up […]
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