. . 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. Not a subscriber? We can fix that. Contact zman@zmansenergybrain for a special trial rate. We also take soft dollars. We are likely tax deductible for you but check […]
. . Market Sentiment Watch: Oil at 2.5 year highs. Our low leverage, oily, under spending names are at or very near all time highs and improved sentiment in the space meets discipline for names we’ve held for years now and added to on dips, especially in spring of 2020. Natural gas has risen to […]
. . In today’s post please find: the very early read on natural gas inventories (early consensus in line with our table for the week), VEI – post quarter cheat sheet and model update, and some other odds and ends. Ecodata Watch: We get housing starts at 8:30 am EST (F = 1.78 mm, last […]
. . Housekeeping Watch: If you have questions, please ask them. If you are not getting ZBLAST trade notifications at the appropriate email address please let us know at zman@zmansenergybrain.com. In today’s post please find: the very early read on natural gas inventories (consensus calling for a small build first build of the season; we […]
. . Market Sentiment Watch: Energy eyes on the OPEC+ pre game Supply chain concerns on the Suez In today’s post please find: The Week That Was, The Five Things, and some other odds and ends. In case you missed The Wrap please click here. Ecodata Watch: No economic data release scheduled. The Week […]
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