Archive for July, 2023


31
Jul

Monday Morning – Welcome To 2Q23 Earnings Week 3

. 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 […]


30
Jul

Wrap – Week Ended 07/28/23

. 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 […]


28
Jul

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 (essentially in line injection, record low for this week of the year; next week look for a slightly larger […]


27
Jul

Thursday Morning – More Earnings

. 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 […]


26
Jul

Wednesday Morning – Fed Day + More Earnings

. . 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 […]

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