Archive for June, 2022


27
Jun

Monday Morning

. . 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 […]


26
Jun

Wrap – Week Ended 06/24/22

. . 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 […]


24
Jun

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 (yesterday’s injection was just within the upper end of our range; we expect a slightly small build next week), […]


23
Jun

Thursday Morning – USWS & PFHC

. . 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, […]


22
Jun

Wednesday Morning – RES, PFHC, USWS

. . 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 […]

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