Archive for the 'AR' Category


23
Sep

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 zman@zmansenergybrain.com In today’s post please find: the natural gas review (bigger than expected build; look for an inline to slightly smaller build next week), comments on propane and NGL’s, comments […]


23
Aug

Tuesday Morning – AR

. . 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 […]


28
Jul

Thursday Morning – Earnings Avalanche

.  . Housekeeping Watch:  High call volume begins today. Please note that some of our comments are more brief than usual. If something is not clear please ask.  In today’s post please find: the oil inventory review (positive side of neutral with record oil exports), the natural gas preview (Street is in the lower end […]


07
Jun

Tuesday Morning – Natural Gas Price Deck Adjustment, Gassy Players Update, CRK

. . In today’s post please find: the very early read on natural gas inventories (early consensus is in line with our thoughts), gassy players update – natural gas price deck revision, and some other odds and ends. Ecodata Watch: We get the foreign trade balance at 8:30 am EST (F = -$90.3 B, last […]


04
May

Wednesday Morning – PUMP, CRK, AR

. . Market Sentiment Watch: Fed day. In today’s post please find: the oil inventory preview (fairly benign report with across the board modest inventory pulls expected), the natural gas inventory preview, 1Q22 comments from: PUMP – beat, faster recovery than expected, CRK – “miss” as Street was above guidance range, AR cheat sheet update […]

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