Archive for the 'chk' Category


24
Aug

Wednesday Morning – CHK

 . . Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com  Quiet days of summer. If you’re new here or a long time subscriber and can’t find something on the site […]


03
Aug

Wednesday Morning – Lots More Earnings

 . . Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com  Due to a congested call schedule our comments today may be more brief than usual. If something is not clear […]


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 […]


17
May

Tuesday Morning – One Last 1Q22 Earnings Surge

. . In today’s post please find: the very early read on natural gas inventories, comments on quarterly reports from: SHLS, HPK, REE, and some other odds and ends. Ecodata Watch: We get retail sales at 8:30 am EST (no forecast, last read was 0.8% headline, 1.5% ex autos), We get industrial production at 9:15 […]


05
May

Thursday Morning – Another 1Q22 Earnings Avalanche Day

. . Housekeeping Watch: Very busy day on tap. Please note that some of our comments may be 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), the natural gas preview (injection expectation has been creeping higher all week; now […]

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