Archive for the 'FANG' Category


21
Nov

Monday Morning

. . 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 IF you “unsubscribe” from one of our emails please know that you will not be able to receive ZBLAST emails in the future without going through a new […]


17
Nov

Thursday Morning – CHK

.  . In today’s post please find: the oil inventory review, the natural gas preview, comments and a cheat sheet update for CHK, comments on another FANG acquisition, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 225,000; last read was 225,000), We get building permits at […]


08
Nov

Tuesday Morning – Midterms and More Earnings

. . Housekeeping Watch 1:  One last week of crowded reporting in the energy space for 3Q22. Some of our comments will be more brief than usual as some of the names today reported before the open. As always, if something isn’t clear please let us know in the comments section below. Housekeeping Watch 2:  […]


14
Oct

T.G.I.F.

. . 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 In today’s post please find: the natural gas review (could have been bigger; significantly smaller build on tap for next week), the week’s supply / demand balance and […]


12
Oct

Wednesday Morning – BSM, FANG

 . . 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 natural gas inventory preview, actionable thoughts watch, comments and a cheat sheet with new […]

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