. . Market Sentiment Watch: Nervous market conditions continue. In today’s post please find: The Week That Was, The Five Things, So Far This Quarter – 3rd edition, An updated energy earnings calendar, and some other odds and ends. In case you missed The Wrap please click here. Ecodata Watch: We get Chicago PMI at […]
. . Better week with natural gas in the lead on the storm and European and Asian prices. Also notable for markedly solid progress both gasoline and heating oil leading to some of the best generic crack spreads in several months. We previously expected a short and shallow spring refiner turn and these kinds of […]
. . 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 slide show (bigger than expected pull from storage and large for this week of the year; look for a much […]
. . Housekeeping Watch: Are you getting trade notification emails (ZBLASTs) at the correct address? If not let us know at zman@zmansenergybrain.com. In today’s post please find: the oil inventory review (positive side of neutral, please see the slide show below), the natural gas preview (+200+ Bcf this week, likely 200+ Bcf next as well), […]
. . Market Sentiment Watch: Nervous market conditions In today’s post please find: the oil inventory preview (looking for product builds (especially gasoline) to begin to normalize), the natural gas inventory preview (over 200 Bcf withdrawal expected, likely another 200+Bcf pull next week as well), comments on the RES quarter (beat), VWDRY outlook comments, and […]
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