Archive for the 'CIVI' Category


04
Aug

Thursday Morning – Earnings Avalanche

.  . Housekeeping Watch:   Due to a congested call schedule our comments today may be more brief than usual. If something is not clear please ask.  In today’s post please find: the oil inventory review, the natural gas preview, comments several reporting owned and or names of interest, and some other odds and ends.  Ecodata Watch: […]


10
Jun

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 (in line injection; modestly small build next week), Wattenberg comments, USWS comments, and some other odds and ends. Ecodata Watch: […]


08
Jun

Wednesday Morning – Oily Name Target Updates

. . 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  In today’s post please find: the oil inventory preview (benign expectation), the natural gas inventory preview (consensus in line with […]


24
May

Tuesday Morning – CIVI

. . In today’s post please find: the very early read on natural gas inventories (consensus is inline with the bottom of our expected range), comments and a cheat sheet update for CIVI, and some other odds and ends. Ecodata Watch: We get new home sales at 10 am EST (F = 750,000, last read […]


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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