Archive for the 'HPK' Category


25
May

Wednesday Morning – SBOW, EE

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


19
May

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 […]


17
May

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 […]


28
Apr

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 […]


13
Apr

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 zman@zmansenergybrain.com Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. You can receive an email notification each time we post by entering […]

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