. In today’s post please find: the oil inventory review (positive side of neutral as we got the reversion to more normal reporting, higher throughput, and much lower net imports – see oil inventory review section below), the natural gas preview, comments on quarterly results from TSLA – beat and sort of raise, LBRT […]
. . Housekeeping Watch: High call volume begins today. Please note that some of our comments are 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 with record oil exports), the natural gas preview (Street is in the lower end […]
. . 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 […]
. . 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 slide show (bigger than expected pull from storage and large for this week of the year; look for a much […]
. . Housekeeping Watch: Are you getting trade notification emails (ZBLASTs) at the correct address? If not let us know at zman@zmansenergybrain.com. In today’s post please find: the oil inventory review (positive side of neutral, please see the slide show below), the natural gas preview (+200+ Bcf this week, likely 200+ Bcf next as well), […]
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