Archive for the 'CNX' Category


29
Apr

Thursday Morning – AR, OII

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. . 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 oil inventory review (benign, slightly positive), the natural gas preview (small build expected with consensus falling as the week progressed, more seasonal […]


28
Jan

Thursday Morning – ORA

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. . 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 […]


07
Jan

Thursday Morning – CNX

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. . Market Sentiment Watch: No comment In today’s post please find: the oil inventory review (end of year noise but overall improvement on most fronts vs the five year average), the natural gas preview (much better than five year average and last year’s report expected), comments and a cheat sheet update for CNX,  PLUG […]


29
Oct

Thursday Morning – Mini Earnings Avalanche + Vestas

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. . Market Sentiment Watch: Market and energy eyes on Covid and lockdowns (France and German announced new ones yesterday). In today’s post please find: the oil inventory review (mixed bag – the crude build was smaller than year ago, refiner through didn’t drop as some feared, exports jumped, and distillate stocks continued rapidly back […]


26
Aug

Wednesday Morning – CNX

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. . Market Sentiment Watch: Hurricane Laura – Category 3 storm now, set to be a Cat 4 over the center of Gulf O&G infrastructure mid day today before making landfall early Thursday as a Cat 3 in the Lake Charles region of the Gulf Coast. 1.56 mm bopd GOM volumes off line likely until […]

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