Archive for May, 2022


31
May

Tuesday Morning

. 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 […]


28
May

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 […]


27
May

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 […]


26
May

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 […]


25
May

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 […]

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