. 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 “unsubscribe” from one of our emails please know that you will not be able to receive ZBLAST emails in the future without going through a new process…
Month: May 2022
Wrap – Week Ended 05/27/22
. Our main portfolio, the ZLT, was up 19% on the week last week. We’re on vacation this weekend so The Wrap comments will be light. In short: Very strong action out of traditional energy groups. Several of our names hit multi-year and in one case all time highs. We will be walking through valuations…
T.G.I.F.
. Have a happy and safe Memorial day weekend. Do you have questions about the site? Contact zman@zmansenergybrain.com In today’s post please find: the natural gas review (small than consensus and Z4 expectation build; look for a sub 80 Bcf build next week), comments and a cheat sheet update for ARRY, and some other odds…
Thursday Morning – ENPH
. Housekeeping Watch: Are we using the correct email for you and are you getting our ZBLAST trade notifications? If not let us know at zman@zmansenergbrain.com As always, ask questions if you have them. . In today’s post please find: the oil inventory review (pretty neutral as weeklies go, weaker than expected headlines but the…
Wednesday Morning – SBOW, EE
. . 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 (benign report expected; API was modestly positive), the natural gas inventory…