Archive for the 'COG' Category


08
Jan

T.G.I.F.

Print Friendly, PDF & Email

. . Market Sentiment Watch: Eyes probably a bit less focused on D.C. but we note President Elect Biden is now speaking to $2k checks and a $3 T package which includes infrastructure (please see our recent comments on infrastructure being a likely under-followed piece of the story at BWEN), Eyes on Covid vaccine deliver […]


17
Dec

Thursday Morning – COG

Print Friendly, PDF & Email

. . Market Sentiment Watch: Stimulus is very much front and center. Really.  Could happen today. Or tomorrow.  Housekeeping Watch: The site is what you make it. Let us know how we can improve the offering. Email us at zman@zmansenergybrain.com. In today’s post please find: the oil inventory review (positive report, largely as we expected), the […]


30
Oct

Friday Morning – More Gassy Player Reports

Print Friendly, PDF & Email

. . Market Sentiment Watch: Eyes on last economic data before the election, tech earnings, the polls, Covid, and maybe terrorism concerns. In today’s post please find: the natural gas review (smaller than expected by Street and just above the upper end of our thoughts from last Friday … no change to our long held […]


08
Oct

Thursday Morning – GDP, COG, Oil Inventory Slide Show, Natural Gas Storage Preview

Print Friendly, PDF & Email

. . Market Sentiment Watch: Market is watching for perhaps a modest amount of stimulus progress. In energyland, news flow is beginning to pick up. Today is National Hydrogen and Fuel Cell Day (1008 due to Hydrogen’s atomic weight of 1.008).  Webinar of interest here today at 12 pm EST. In today’s post please find: […]


18
Aug

Tuesday Morning – COG, GDP, HCAC

Print Friendly, PDF & Email

. . Market Sentiment Watch: In energyland OPEC calls for compliance vigilance. In today’s post please find: the early read on oil inventories (across the board draws), the very early read on natural gas inventories (early consensus is smaller than we expect), comments on COG with new upside targets and a cheat sheet update, comments […]

Zman's Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette

s2Member®