Archive for the 'CLB' Category


12
Oct

Tuesday Morning

. . In today’s post please find: the very early read on natural gas inventories (in line with our thoughts), comments on 2022 to 2024 price decks, oily hedge cheat sheet, and some other odds and ends. Ecodata Watch: The NFIB small business index came in at 99.1 vs a forecast of 100.0 and a […]


29
Jul

Thursday Morning – Earnings Avalanche

. . Market Sentiment Watch: Busy busy day in energy land. 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 on the internet. Please bookmark www.zmanbackup.wordpress.com Comments […]


22
Apr

Thursday Morning – Oil Inventory Review plus more early part of season earnings

. . In today’s post please find: the oil inventory review (fairly neutral as weeklies go, although easy comps allowed Crude, Gasoline and Distillates to all improve YoY and to the 5 year average), the natural gas preview (smaller this week with a smaller number next week as well), CLB 1Q21 comments, VLO 1Q21 comments […]


28
Jan

Thursday Morning – ORA

. . 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 […]


22
Oct

Thursday Morning – First Mini Earnings Avalanche of the Season

. . Market Sentiment Watch: The renewables space took a drubbing yesterday with solar in the lead on the declines. The run has been strong and some profit taking along the way is to be expected. We had previously taken some profits but not a lot our our sense is this is more speed bump […]

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