31
Jul
. 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 process […]
Posted in Uncategorized | 69 Comments »
30
Jul
. The ZLT ended up 3.3% on the week last week. WTI recapturing the $80 mark (mid point of our near term expected range) with Cal 2023 and 2024 moving in the upper $70’s supporting our liquids rich upstream and oil service holdings. Positive color from gassy upstream and oil services names further boosted the […]
Posted in Uncategorized | 7 Comments »
28
Jul
. . 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 (essentially in line injection, record low for this week of the year; next week look for a slightly larger […]
Posted in ENPH, SLCA, SOI | 86 Comments »
27
Jul
. Housekeeping Watch: Heavy reporting day. Some of our comments may be more brief than usual. If something is not clear please ask. In today’s post please find: the oil inventory slide show, the natural gas inventory preview, comments on quarterly reports from NXT, QS, NOVA, CLB, VLO, PTEN, OII, AR and some other odds […]
Posted in AR, CLB, NOVA, NXT, OII, PTEN, QS, VLO | 116 Comments »
26
Jul
. . 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 (across the board draws expected), the natural gas inventory preview (look […]
Posted in EQT, MTDR, NEX, RES | 93 Comments »