Archive for the 'ENPH' Category


14
Sep

Tuesday Morning – NEX, Gassy Players Update

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 . . In today’s post please find: the early read on oil inventories (across the board inventory pulls expected), the very early read on natural gas inventories (bigger sequentially but smaller than year ago and five year average), a NEX update, a liquids rich gassy players update, and some other odds and ends. Ecodata Watch: […]


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 […]


28
Jul

Wednesday Morning

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. . Market Sentiment Watch: All eyes on the Fed’s tea leaves. Probably more on Covid as well.  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 Have you bookmarked our backup site?  It’s rare but things do break […]


30
Jun

Wednesday Morning – ENPH

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  . Market Sentiment Watch: Quarter end. OPEC+ eve (> 0.5 mm bopd increase expected). Mark-to-market season is at hand. Next two weeks look for oil and gas upstream estimates and target prices to get a lift. See notes in the Commodities Watch section below. In today’s post please find: the oil inventory preview (another […]


28
Apr

Wednesday Morning – ENPH, LBRT, FTCI

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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 Market Sentiment Watch: Fed day with more than the usual amount of tea leave reading likely. Also it’s OPEC+ day.  Potential for reduction in expected May and June […]

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