Archive for May, 2022


21
May

Wrap – Week Ended 05/20/22

. . ZLT up 4.9% last week, supported by our core upstream names and a bounce in the small renewables wedge of the portfolio. Traditional energy ranged from up 0.3% (XOI) to up 2.4% (XOP). We have a number of names near their 52 week highs while trading at/near record forward implied yields, but still […]


20
May

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 report; looking for a modestly larger build next week), trading idea, and some other odds and ends. Ecodata Watch: […]


19
May

Thursday Morning – HPK

.  . In today’s post please find: the oil inventory review (positive as weeklies go), the natural gas preview (consensus in the middle of our range; slightly larger build expected for next week – our preliminary numbers out tonight), comments and a cheat sheet update for HPK,  and some other odds and ends.  Ecodata Watch: We […]


18
May

Wednesday Morning – Gassy Players Update

 . . Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com  In today’s post please find: the oil inventory preview, the natural gas inventory preview, the Gassy Players Update, and some […]


17
May

Tuesday Morning – One Last 1Q22 Earnings Surge

. . In today’s post please find: the very early read on natural gas inventories, comments on quarterly reports from: SHLS, HPK, REE, and some other odds and ends. Ecodata Watch: We get retail sales at 8:30 am EST (no forecast, last read was 0.8% headline, 1.5% ex autos), We get industrial production at 9:15 […]

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