Archive for July, 2024


31
Jul

Wednesday Morning – CRK

. . 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 preview, the natural gas inventory preview,  comments on the CRK quarter, comments […]


30
Jul

Tuesday Morning – CHK

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 […]


29
Jul

Monday Morning – 2Q24 Energy Earnings Week 3

. . In today’s post please find: The Week That Was, VTLE adds another bolt on, Energy earnings week 3 calendar,  and some other odds and ends. In case you missed The Wrap Eco Data Watch:  No economic data release scheduled.  The Week Ahead:  Tuesday – Case-Shiller home prices, consumer confidence, job openings,  Wednesday – […]


28
Jul

Wrap – Week Ended 7/26/24

. The ZLT was off 0.9% on the week last week. We’re through the first two weeks of energy earnings with oil service and some gassy upstream player results having been taken fairly well.  NAM 2H oil service outlooks are a little weaker than at the time of the 1Q calls but this didn’t come […]


26
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 zmanalpha@gmail.com  In today’s post please find: the natural gas storage slide show, the natural gas supply / demand update,  The Unowned, Comments on the BKR quarter, Comments on the […]

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