Archive for the 'ESTE' Category


22
Dec

Thursday Morning – ESTE

.  . In today’s post please find: the oil inventory review, the natural gas preview, comments on ESTE,  and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 220,000 vs last week’s 211,000), We get the 3Q GDP revision at 8:30 am EST (F = 2.9%, flat with […]


03
Nov

Thursday Morning – Earnings Avalanche

.  . Housekeeping Watch:  Another busy reporting day in the energy space. Some of our comments will be more brief than usual. If something isn’t clear please ask. In today’s post please find: the oil inventory review (positive side of neutral), the natural gas preview, comments another wave of reporting names,  and some other odds […]


05
Oct

Wednesday Morning – ESTE

 . . Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com  In today’s post please find: the oil inventory preview, the natural gas inventory preview, comments and a cheat sheet for […]


14
Jul

Wednesday Morning – ESTE

. . Market Sentiment Watch:  Summer slow … until it’s not. The request line is open.  In today’s post please find: the oil inventory preview (across the board stock draw downs expected (again)), the natural gas inventory preview (injection consensus fell sharply Monday to present), ESTE requested look, and some other odds and ends. Ecodata Watch: […]


18
Oct

Thursday Morning – HK

. . Market Sentiment Watch: Markets remain volatile. In today's post please find the oil inventory review (mixed bag: 1) much bigger than expected crude build on a yoyo lower in exports, better than expected gasoline stock move and in line distillates: look for export rebound near term and improving (already record) throughput levels), the natural […]

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