Archive for the 'Gassy' Category


23
Oct

T.G.I.F.

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. . Market Sentiment Watch: Energy eyes focused on scale.  Stage 1:  Start grouping the oily names. Stage 2: Start grouping the gassy names. Stage 3:  Majors realize natural gas matters and go after the result of Stage 2. Somewhere in there we would expect SMID cap combos in hopes of balance sheet timeline extension […]


22
Sep

Tuesday Morning – Gassy Players Update

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. . Market Sentiment Watch: Nervous market conditions persist, Increased Covid concern in the UK, Demand impacts for natural gas from Beta and Teddy, new system in southern Florida possible Housekeeping Watch: Please bookmark our back up site: www.zmanbackup.wordpress.com.  In the rare event our site goes down that one will be activated. If you reset […]


09
Sep

Wednesday Morning – VWDRY

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. . Market Sentiment Watch: Nervous market conditions with little in the way of fresh market data. At 10% off in 3 sessions tech was looking to take a break from the selling overnight. Green space names got linked to tech in the slide. As a reminder the oil inventory report is pushed until tomorrow […]


01
Sep

Tuesday Morning – Gassy Players Update, LBRT Goes Big

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. . Market Sentiment Watch: Many market eyes on the NFP at week’s end and then the three day weekend. China manufacturing sector grew at fastest pace in 10 years in August. In today’s post please find: the early read on oil inventories (more draws expected), the very early read on natural gas inventories (lower […]


27
Aug

T.G.I.F. (in progress)

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. .   Housekeeping Watch:  We are posting the Friday post on Thursday due to predicted widespread power outages from TS Laura. In today’s post please find: the natural gas review (in line injection), gassy macro thoughts (monthly revision to Z4 peak of season storage … reduced; see charts in Stuff section) and some other […]

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