Archive for the 'CPE' Category


03
Nov

Thursday Morning – Earnings Avalanche

.  . Housekeeping Watch:  Another busy reporting day in the energy space. Some of our comments will be more brief than usual. If something isn’t clear please ask. In today’s post please find: the oil inventory review (positive side of neutral), the natural gas preview, comments another wave of reporting names,  and some other odds […]


19
Aug

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 IF you “unsubscribe” from one of our emails please know that you will not be able to receive ZBLAST emails in the future without going through a new […]


16
Jun

Thursday Morning – CPE, NEX

.  . Market Sentiment Watch:  Fed hangover. In today’s post please find: the oil inventory review (pretty neutral as weeklies go; we’d be drawing hard were it not for the SPR), the natural gas preview (consensus in line with our thoughts), CPE – requested comments and cheat sheet update, and some other odds and ends.  […]


24
Feb

Thursday Morning – War in Ukraine, More Earnings, Oil and Natural Gas Inventory Reports

. . Our thoughts are with the people of Ukraine and Europe.  Very busy week on the earnings front. Some our comments on the quarterly snapshots may be more brief than usual. If something isn’t clear please ask.  Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning […]


06
May

Thursday Morning – More Earnings

. . In today’s post please find: the oil inventory review (positive report, crude, gasoline, distillates now all below the five year average), the natural gas preview, comments on several names reporting 1Q21 results, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 527,000, last read was […]

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