. Tread water week in the group as a better-than-expected oil inventory report and inline gas storage report was countered by new trade war uncertainty and thoughts of a 3rd accelerated month of OPEC8+ de-curtailment (they did go ahead with the 0.411 mm bopd increase on Saturday for July but did not, as some sources…
Month: May 2025
T.G.I.F.
. Housekeeping Watch: If you need to contact us please use zmanalpha@gmail.com If you click the Z4 logo at the top of the screen this will always take you to the latest post. In today’s post please find: the natural gas storage slide show, next week’s storage thoughts, the oil inventory slide show, KRP requested…
Thursday Morning – Dueling Inventory Reports, MNR
Housekeeping Watch: If you need to contact us please use zmanalpha@gmail.com If you click the Z4 logo at the top of the screen this will always take you to the latest post. In today’s post please find: the oil inventory preview, the natural gas inventory preview, comments and a model update for yield player MNR,…
Wednesday Morning – VTS
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Tuesday Morning
. Housekeeping Watch: The Week That Was has been shifted to its own tab on Subscriber Data as “Last Week” above for less scrolling each Monday. If you have suggestions or need to contact us please use zmanalpha@gmail.com If you click the Z4 logo at the top of the screen this will always take you…
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