. 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…
Month: February 2024
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,…
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…
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…
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…