29
Feb
. 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 […]
Posted in EE, NFE, SHLS, Uncategorized | 52 Comments »
28
Feb
. . 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, […]
Posted in ARRY, CIVI, GPOR, ICD, PR | 44 Comments »
27
Feb
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 […]
Posted in AESI, SLCA, VTS | 83 Comments »
26
Feb
. 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 […]
Posted in Uncategorized | 33 Comments »
24
Feb
. 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 […]
Posted in Uncategorized | 1 Comment »