Archive for the 'HPK' Category


Wednesday Morning – SBOW, EE

 . . Housekeeping Watch: Please bookmark our back up site, just in case: If you are not getting emails at the proper address or not getting them at all please let us know at  In today’s post please find: the oil inventory preview (benign report expected; API was modestly positive), the natural gas inventory […]


Thursday Morning – HPK

.  . In today’s post please find: the oil inventory review (positive as weeklies go), the natural gas preview (consensus in the middle of our range; slightly larger build expected for next week – our preliminary numbers out tonight), comments and a cheat sheet update for HPK,  and some other odds and ends.  Ecodata Watch: We […]


Tuesday Morning – One Last 1Q22 Earnings Surge

. . In today’s post please find: the very early read on natural gas inventories, comments on quarterly reports from: SHLS, HPK, REE, and some other odds and ends. Ecodata Watch: We get retail sales at 8:30 am EST (no forecast, last read was 0.8% headline, 1.5% ex autos), We get industrial production at 9:15 […]


Thursday Morning – 1Q22 Earnings Avalanche Day 2

. . Z4 Sentiment Watch: We get several more reports from big cap gassy names today. We’ve been expecting a reiteration of “maintenance” (no growth) to continue to be the 2022 action plan and received a perfect score as AR, CNX, EQT and RRC all reiterated their commitment to discipline in the face of Appalachia […]


Wednesday Morning – CDEV

 . . Ukraine Watch:  We donated here.  Housekeeping Watch: Are we using the correct email for you?  If you’re not getting ZBLAST Trade Notifications or are getting them at the wrong email address contact Please bookmark our back up site, just in case: You can receive an email notification each time we post by entering […]

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