. . Housekeeping Watch: If you sent us an email and didn’t get a response back pretty much immediately it likely was routed to spam. We get A LOT of spam and sometimes miss those notifications. If you think this is the case text us using the contact number on the contact page. In today’s…
Month: January 2023
Monday 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…
Wrap – Week Ended 1/27/23
. It was a fairly busy second week in the energy earnings 4Q22 reporting season with reports from one large cap gassy upstream player, an indie refiner, a Major, and several oil service names posting largely better than expected results and as expected guidance and outlooks. CNX (unowned here) was a modest exception to our…
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 slide show (this week’s withdrawal was below Street Consensus and in line with Z4; look for a significantly larger withdrawal…
Thursday Morning – 4Q22 Earnings Mini Avalanche, 4Q22 Calendar, TXO IPO Preview, Oil Inventory Slide Show
. In today’s post please find: the oil inventory review (positive side of neutral as we got the reversion to more normal reporting, higher throughput, and much lower net imports – see oil inventory review section below), the natural gas preview, comments on quarterly results from TSLA – beat and sort of raise, LBRT…