Archive for the 'GDP' Category


19
May

Wednesday Morning – Gassy Name Updates

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. . In today’s post please find: the oil inventory preview (benign report expected), the natural gas inventory preview (as expected Street has formed up in line with our quick table, and is looking for a smaller than prior week and smaller than year ago and five year average type injection), comments and heat sheet […]


06
May

Thursday Morning – More Earnings

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. . In today’s post please find: the oil inventory review (positive report, crude, gasoline, distillates now all below the five year average), the natural gas preview, comments on several names reporting 1Q21 results, and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 527,000, last read was […]


12
Mar

T.G.I.F.

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. . 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 (weak report; look for a more modest withdrawal next week), an updated cheat sheet for GDP, and some other […]


11
Mar

Thursday Morning

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. . In today’s post please find: the oil inventory review (3rd week of wild post storm numbers, strong cracks will take care of throughput soon enough while imports will remain low and product demand, especially gasoline starts to really recover), the natural gas preview, OPEC monthly table – TBA comments on the GDP quarter, […]


20
Nov

T.G.I.F.

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. . Market Sentiment Watch:  Market again has Covid on it’s mind. Pfizer to seek emergency approval today.  Housekeeping Watch: If you see an area on the site that is a bit stale let us know at zman@zmansenergybrain.com.  If you are not getting ZBLAST trade notices at the correct address please let us know.  In […]

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