Archive for the 'CRK' Category


10
Sep

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 Emailing us and not getting a response?  It’s not us, it’s the internet. If that happens, text us at our contact number at left (specify your username) and […]


18
Aug

Wednesday Morning – CRK, SWN

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. . Market Sentiment Watch: Energy sentiment remains poor with light volumes (Covid numbers, China numbers, retail sales in the U.S, time of year, take your pick). Renewables sentiment has likely taken a political hit as well in terms of Infrastructure Bill support due to Afghanistan fallout.  We continue to do our homework and selectively […]


19
May

Wednesday Morning – Gassy Name Updates

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. . In today’s post please find: the oil inventory preview (benign report expected), the natural gas inventory preview (as expected Street has formed up in line with our quick table, and is looking for a smaller than prior week and smaller than year ago and five year average type injection), comments and heat sheet […]


05
May

Wednesday Mornings – More Earnings

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. . In today’s post please find: the oil inventory preview (another benign to modestly positive report expected relative to fairly easy comparisons from a year ago), the natural gas inventory preview (consensus is falling towards our thoughts of a lowish number for the week (historically speaking), MGY 1Q21 comments, VWDRY 1Q21 comments, CRK 1Q21 […]


30
Mar

Tuesday Morning – CRK, GOEV, QELL

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. . Housekeeping Watch:  If you have questions, please ask them.  If you are not getting ZBLAST trade notifications at the appropriate email address please let us know at zman@zmansenergybrain.com.  In today’s post please find: the very early read on natural gas inventories (consensus calling for a small build first build of the season; we […]

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