04
Nov
. . Housekeeping Watch: We write free articles from time to time and share them via Seeking Alpha. We don’t give investment advice. We simply tell you what we are thinking and what we are buying and selling. We are raising our prices for new subscribers soon as we have not in over a decade. […]
Posted in BCEI, CIVI, FLMN, GDP, swn, Uncategorized | 92 Comments »
06
Oct
. . In today’s post please find: the oil inventory preview, the natural gas inventory preview, comments and an updated cheat sheet for GDP, and some other odds and ends. Ecodata Watch: We get ADP employment at 8:15 am EST (F = 430,000, last read was 374,000), We get the EIA oil inventory report at 10:30 […]
Posted in AR, GDP, Uncategorized | 54 Comments »
19
May
. . 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 […]
Posted in CNX, COG, CRK, GDP, Uncategorized | 60 Comments »
06
May
. . 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 […]
Posted in BE, CPE, EQT, FLMN, GDP, Uncategorized | 69 Comments »
12
Mar
. . 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 […]
Posted in GDP | 42 Comments »