Archive for the 'BCEI' Category


06
Apr

Tuesday Morning – BCEI, RECAF

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. . Housekeeping Watch: If you are not getting ZBLAST trade notifications where you want them please let us know at zman@zmansenergybrain.com. In today’s post please find: the very early read on natural gas inventories (modest build expected as we push into the shoulder), requested comments on an African exploration player, BCEI, and some other odds […]


15
Mar

Monday Morning

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. . Market Sentiment Watch: Very big week on the economic data front highlighted by the Powell press conference mid week.  In today’s post please find: The Week That Was, The Five Things, BCEI + HPR – approved for the pre pack option. and some other odds and ends. In case you missed The Wrap […]


18
Feb

Thursday Morning – BCEI, AR and more

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. . Market Sentiment Watch: Busy earnings day. Energy eyes on Texas. In today’s post please find: the oil inventory preview, the natural gas inventory preview (biggest of season to be followed by near record next week), comments on the BCEI quarter, comments on the AR quarter, comments on VWDRY and BWEN the PXD and […]


28
Jan

Thursday Morning – ORA

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. . Market Sentiment Watch: Nervous markets with forced exposures possible for some players. A handful of energy earnings have our eye today.  In today’s post please find: the oil inventory review (positive report as weeklies go; arguably a low quality beat on the imports swing but the internals are positive), the natural gas preview […]


31
Dec

Goodbye 2020

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. . Market Sentiment Watch: While it’s been good as far as the portfolio goes it’s been a hard year on people, the country, and the globe.  2021 should be better.    If we don’t speak to you in the comments section below please know that you have our sincerest thanks for reading, participating and […]

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