Archive for the 'COG' Category


08
Mar

Monday Morning

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. . Market Sentiment Watch: Lighter load on the economic data front.  Energy eyes should be focused on a return to normalcy for the weekly inventory reports as well as the monthly reports of the EIA STEO and OPEC MOMR. In today’s post please find: The Week That Was, The Five Things, COG comments and […]


24
Feb

Wednesday Morning

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. . Housekeeping Watch: If you are not getting ZBLAST trade notifications at the proper email address please drop us a note at zman@zmansenergybrain.com  In today’s post please find: the oil inventory preview (messy data set due to weather but big withdrawals expected across the board), the natural gas inventory preview (consensus augers for 2nd […]


05
Feb

T.G.I.F.

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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 natural gas review (in line withdrawal, another large one next week), LBRT 4Q20 results, COG operations update, and some other odds and […]


08
Jan

T.G.I.F.

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. . 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

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. . 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 […]

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