Archive for the 'CLB' Category


28
Apr

Thursday Morning – 1Q22 Earnings Avalanche Day 2

. . Z4 Sentiment Watch: We get several more reports from big cap gassy names today. We’ve been expecting a reiteration of “maintenance” (no growth) to continue to be the 2022 action plan and received a perfect score as AR, CNX, EQT and RRC all reiterated their commitment to discipline in the face of Appalachia […]


03
Feb

Thursday Morning – Oil Inventory Review, Natural Gas Storage Preview+, CLB, COP

. . Housekeeping Watch:  We posted early due to the possibility of power loss due to heavy freezing rain here.  A section on the COP 4Q21 results has been added to the Stuff section of the post.  In today’s post please find: the oil inventory review (neutral), the natural gas preview (top 5 all time […]


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 […]

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