Archive for September, 2022


26
Sep

Monday Morning

. . Housekeeping Watch   Last week was a tough one for markets and for energy in particular. Our names moved sharply lower and if you have any questions about where names are trading now in terms of forward multiples or yields don’t hesitate to ask.  In today’s post please find: The Week That Was, […]


25
Sep

Wrap – Week Ended 9/23/22

. . We are traveling this weekend. Questions about The Wrap will be addressed in the Monday post. Questions about the site may be addressed to zman@zmansenergybrain.com.


23
Sep

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 (bigger than expected build; look for an inline to slightly smaller build next week), comments on propane and NGL’s, comments […]


22
Sep

Thursday Morning – RIG

  . In today’s post please find: the oil inventory review (negative side of neutral as weekly reports go but again, it’s a week, it’s largely if not all in prices now and there are still big issues at play in terms of the SPR supporting crude inventory levels as well massively understored distillate inventories […]


21
Sep

Wednesday Morning – PDCE

 . . Market Sentiment Watch: Fed day. 82% odds on a 75 basis point hike. 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 […]

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