. . In today’s post please find: the very early read on natural gas inventories (early consensus is in line with our thoughts), gassy players update – natural gas price deck revision, and some other odds and ends. Ecodata Watch: We get the foreign trade balance at 8:30 am EST (F = -$90.3 B, last […]
. . Market Sentiment Watch: Fed day. In today’s post please find: the oil inventory preview (fairly benign report with across the board modest inventory pulls expected), the natural gas inventory preview, 1Q22 comments from: PUMP – beat, faster recovery than expected, CRK – “miss” as Street was above guidance range, AR cheat sheet update […]
. . Ukraine Watch: We donated here. Housekeeping Watch: Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning to a new contact system and continue to scrub our contact list. Messages have been sent from the new system to Monthly and Quarterly subscribers. If you didn’t get a test message […]
. . Housekeeping Watch: Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning to a new contact system and are continuing to scrub our contact list. If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com We will be […]
. . Market Sentiment Watch: Nervous market conditions. In today’s post please find: the very early read on natural gas inventories (another 200+ Bcf pull on the way, likely followed by another 200 Bcf range one next week as well), the first edition of So Far This Quarter 4Q21, a quick frac player comp table, […]
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