Archive for the 'CNX' Category


28
Jul

Thursday Morning – Earnings Avalanche

.  . 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 […]


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 […]


28
Jan

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 slide show (bigger than expected pull from storage and large for this week of the year; look for a much […]


27
Jan

Thursday Morning – Oil Inventory Review, Natural Gas Storage Preview, RES, 4Q21 So Far

. . 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), […]


16
Dec

Thursday Morning – CNX, GOEV, STEM

. . In today’s post please find: the oil inventory review (better than expected report, as weeklies go), the natural gas preview (Street just under our expectation; either way, consensus and our number is well below historical pulls for this time of year as mild weather yields a slow start to withdrawal season), a cheat […]

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