Archive for the 'FTCI' Category


02
Sep

Thursday Morning – Gas Macro, ARRY, FTCI

. . In today’s post please find: the oil inventory review (positive side of neutral report), the natural gas preview, ARRY – cheat sheet update and comments,  FTCI cheat sheet update, Gassy Macro update, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 345,000, last read was […]


11
Aug

Wednesday Morning – VEI

. . In today’s post please find: the oil inventory preview, the natural gas inventory preview, comments on the SHLS quarter (meet and reaffirm and some good confidence instilling color), comments on the VWDRY quarter, comments on the FTCI quarter, VEI to be acquired by CHK in stock and cash deal. and some other odds […]


28
Apr

Wednesday Morning – ENPH, LBRT, FTCI

. . 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 […]


27
Apr

Tuesday Morning – FTCI IPO Preview, RRC, LBRT, ENPH

. . In today’s post please find: the very early read on natural gas inventories, RRC 1Q21 comments, FTC Solar IPO preview, ENPH 1Q21 preview/thoughts, LBRT 1Q21 preview/thoughts, and some other odds and ends. Ecodata Watch: We get Case-Shiller home prices at 9 am EST (no forecast, last read was 11.2%), WE get consumer confidence […]

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