Archive for the 'ARRY' Category


11
May

Wednesday Morning

. . In today’s post please find: the oil inventory preview (first of  the big SPR release encompassing reports), the natural gas inventory preview, comments from solar tracker ARRY’s 1Q22, and some other odds and ends. Ecodata Watch: We get CPI at 8:30 am EST headline forecast is 0.2% vs last read 1.2%; core forecast is […]


06
Apr

Wednesday Morning – ARRY

. . Ukraine Watch:  We donated here.  Housekeeping Watch: ZBLAST Email update: We are transitioning to a new contact system.  If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com We have sent out test emails to the Monthly and Quarterly groups and if you […]


03
Dec

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: comments on the OPEC+ decision, the natural gas review (in line storage withdrawal; next week we are looking for a smaller withdrawal (but […]


12
Nov

T.G.I.F.

. .  Housekeeping Watch:  We have calls with companies today. Shout if you need something.  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 If you missed our free piece on Proterra (PTRA) please click here In today’s post please find: […]


02
Sep

Thursday Morning – Gas Macro, ARRY, FTCI

. . In today’s post please find: the oil inventory review (positive side of neutral report), the natural gas preview, ARRY – cheat sheet update and comments,  FTCI cheat sheet update, Gassy Macro update, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 345,000, last read was […]

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