Archive for February, 2024


29
Feb

Thursday Morning – SHLS, EE, NFE

. 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 slide show,  the natural gas inventory preview, comments on SHLS 4Q23 results and […]


28
Feb

Wednesday Morning – PR, CIVI and Others

. . 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 natural gas inventory preview,  the oil inventory preview, comments on the PR 4Q23 results, […]


27
Feb

Tuesday Morning – SAND + VTS

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 post please […]


26
Feb

Monday Morning

. In today’s post please find: The Week That Was, 4Q23 Energy Earnings Calendar,  and some other odds and ends. In case you missed The Wrap Eco Data Watch:  We get New home sale at 10 am EST (no forecast, last read was 664,000). The Week Ahead:  Tuesday – Durable-goods, S&P Case-Shiller home prices, consumer […]


24
Feb

Wrap – Week Ended 2/23/24

. We were flat on the week last week after the prior week’s 8+% bump higher and the portfolio is down 2% on the year. A few thoughts as we approach the 7th inning stretch of the 4Q23 energy earnings season. These are largely not ordered.  Natural gas sentiment is overly weak. Storage remains in […]

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