Archive for the 'BWEN' Category


08
Nov

Tuesday Morning – Midterms and More Earnings

. . Housekeeping Watch 1:  One last week of crowded reporting in the energy space for 3Q22. Some of our comments will be more brief than usual as some of the names today reported before the open. As always, if something isn’t clear please let us know in the comments section below. Housekeeping Watch 2:  […]


02
Mar

Wednesday Morning – Oil Launches

. . Ukraine Watch:  We donated here.  Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning to a new contact system and continue to scrub our contact list.  Some former subscribers who have been receiving ZBLASTs are being from the notification list. If they wish to continue receiving emails […]


10
Nov

Wednesday Morning – Dueling Inventory Reports and More Earnings

. . In today’s post please find: the oil inventory preview, the natural gas inventory preview (we get this report today due to the holiday), comments on the SHLS quarter, comments on the STEM quarter, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST (F = 260,000, last read […]


28
Jul

Wednesday Morning

. . Market Sentiment Watch: All eyes on the Fed’s tea leaves. Probably more on Covid as well.  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 Have you bookmarked our backup site?  It’s rare but things do break […]


07
May

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 (slightly smaller than expected build; next week looks tame as well), comments on the TPIC 1Q21 report, a pre […]

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