Archive for the 'ENPH' Category


11
Jan

Tuesday Morning – WIOWIO, ENPH

. . Market Sentiment Watch:  Solid energy outlook. Broad markets watching Fed. Housekeeping Watch:  Questions about the site?  Email us at zman@zmansenergybrain.com In today’s post please find: the very early read on natural gas inventories (5x+ prior week’s report on a rare bit of “normal” weather), WIOWIO Update Part 3, ENPH cheat sheet update (back […]


17
Nov

Wednesday Morning – ENPH, SEV

. . In today’s post please find: the oil inventory preview, the natural gas inventory preview, ENPH cheat sheet update, and some other odds and ends. Ecodata Watch: We get building permits at 8:30 am EST (F = 1.63 mm, last read was 1.59 mm), We get housing starts at 8:30 am EST  (F = 1.58 […]


16
Nov

Tuesday Morning – End of Season Earnings Flurry

. . RIVN (private holding only) is officially a double in the pre market. Fastest non penny double for us in some time.  Please see our pre IPO notes here. . In today’s post please find the odds and ends of our portfolio as they announce 3Q results: the very early read on natural gas […]


27
Oct

Wednesday Morning – ENPH, QS, LBRT, RRC, MTDR

. . In today’s post please find: the oil inventory preview, the natural gas inventory preview, comments on the ENPH quarter (beat, guide above Street, improved supply chain backdrop, strong demand), comments on the QS quarter (incremental progress), comments on the LBRT quarter (mixed bag on costs; digiFrac gets long term contract biz), comments on […]


14
Sep

Tuesday Morning – NEX, Gassy Players Update

 . . 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: […]

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