Archive for August, 2022


09
Aug

Tuesday Morning – HPK, GOEV

. . In today’s post please find: the very early read on natural gas inventories, comments on the HPK quarter, comments on the GOEV quarter, and some other odds and ends. Ecodata Watch: We get NFIB small business index at 6 am EST (F = 89.5, flat with last read),  We get productivity at 8:30 […]


08
Aug

Monday Morning – Last Big Week of Earnings

. . 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 […]


06
Aug

Wrap – Week Ended 08/05/22

. . Mixed bag of a week with the ZLT off 2.8% on the week on the heels of last week’s near 19% rally. The traditional energy benchmarks, as noted in the table below, ranged from down 4.6% (the gassy XNG) to down 6.9% (the service names of the OIH), largely moving with the retreat […]


05
Aug

T.G.I.F.

. . Renewables Market Sentiment:  Senator Sinema on board. IRA bill process to move forward weekend.  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 (bigger than expected build, balancing […]


04
Aug

Thursday Morning – Earnings Avalanche

.  . Housekeeping Watch:   Due to a congested call schedule our comments today may be more brief than usual. If something is not clear please ask.  In today’s post please find: the oil inventory review, the natural gas preview, comments several reporting owned and or names of interest, and some other odds and ends.  Ecodata Watch: […]

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