28
Apr
. . Z4 Sentiment Watch: We get several more reports from big cap gassy names today. We’ve been expecting a reiteration of “maintenance” (no growth) to continue to be the 2022 action plan and received a perfect score as AR, CNX, EQT and RRC all reiterated their commitment to discipline in the face of Appalachia […]
Posted in AR, CLB, CNX, EQT, HPK, NEX, NOVA, OII | 110 Comments »
10
Feb
. . 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 scrubbing our contact list this week. 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 plan […]
Posted in EQT, VWDRY | 75 Comments »
28
Oct
. . Housekeeping Watch: Busy day and our comments may be more limited than usual. If something isn’t clear please ask in the comments section. If you know of anyone who would be interested in a subscription before we raise prices, like everyone else, drop them a line or have them contact zman@zmansenergybrain.com In today’s […]
Posted in AR, EQT, HPK, OII, Uncategorized | 94 Comments »
29
Jul
. . Market Sentiment Watch: Busy busy day in energy land. 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 on the internet. Please bookmark www.zmanbackup.wordpress.com Comments […]
Posted in AR, CLB, CNX, EQT, NOVA, OII, PTEN, VLO | 73 Comments »
20
May
. . In today’s post please find: the oil inventory review (better than expected), the natural gas preview, EQT pro forma cheat sheet, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST (F = 452,000, last read was 473,000), We get Philly Fed at 8:30 am EST (F = […]
Posted in EQT, Uncategorized | 78 Comments »