27
Jun
. . Market Sentiment Watch: This is the final week of the quarter with a good amount of key economic data, the OPEC+ meeting, and then the oddness out of EIA’s release troubles. Expect volatility. Also, note the end of quarter buying in the gassy names last week despite the move in gas. This is […]
Posted in Uncategorized | 68 Comments »
26
Jun
. . The ZLT was off 4% on the week last week vs a broad market rally and an energy sector that largely ebbed (gassy stocks of the XNG up 1.2% but the XOP off 5.8%). Notice the gassy equities were up on a further 10% decline in front month natural gas. This week is […]
Posted in Uncategorized | 6 Comments »
24
Jun
. . 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 (yesterday’s injection was just within the upper end of our range; we expect a slightly small build next week), […]
Posted in PTEN, Uncategorized | 65 Comments »
23
Jun
. . 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, PFHC pro forma USWS for 2023, […]
Posted in PFHC, USWS | 101 Comments »
22
Jun
. . In today’s post please find: the very early read on natural gas inventories (early consensus is in line with the low end of our range), comments on RES, PFHC is acquiring USWS in an all stock deal, and some other odds and ends. Ecodata Watch: Fed Chair Powell testifies before Senate Banking Committee […]
Posted in PFHC, RES, USWS | 78 Comments »