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 […]
. Housekeeping Watch Last week was busy with reports from gassy names and the occassional Major. This week is thick with oily E&P reports. Our oil exposure remains outsized vs the rest of our energy holdings. Please see the Calendar link at left for details. In today’s post please find: The Week That Was, […]
. The ZLT was up 5.4% on the week last week. This was the second week of the 1Q24 energy reporting season and results were largely better than expected as we saw a number of large cap gassy names report solid numbers despite weak gas prices and remain disciplined with regard to spending. Gassy […]
. . 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 zmanalpha@gmail.com In today’s post please find: the natural gas storage slide show, the natural gas supply / demand update, Another one bites the dust as sand player SLCA is […]
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 zmanalpha@gmail.com In today’s post please find: the oil inventory snapshot – Slide Show link at left the natural gas inventory preview, comments on […]
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