Archive for the 'IEA' Category


10
May

Tuesday Morning – MGY, IEA

. . Housekeeping Watch:  We are on the road  again today so our comments are more brief than usual. We will be on the MGY call live and the IEA call on replay.  In today’s post please find: the very early read on natural gas inventories (consensus has formed up at flat with last week  […]


08
Apr

T.G.I.F.

. . 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 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 your email address in the space […]


08
Mar

Tuesday Morning – HPK, IEA, ROCC

 . . Several readers have sent generous donations to the Ukraine Crisis Relief Fund here.  Housekeeping Watch: Please bookmark our back up site, just in case:  www.zmanbackup.wordpress.com. ZBLAST Email update: We are transitioning to a new contact system and are scrubbing our contact list this week.   Some former subscribers who have been receiving ZBLASTs will be removed from the notification list. If they wish to continue receiving emails they […]


02
Dec

Thursday Morning – OPEC+

. .   In today’s post please find: the oil inventory review (negative side of neutral but only barely, uptick in throughput highly likely next few weeks as well as a rebound in oil exports; and all pretty moot in front of OPEC+ today), the natural gas preview (larger than average withdrawal expected this week […]


09
Nov

Tuesday Morning – More Earnings

. . Housekeeping Watch:  Busy day and our comments may be more brief than usual. Shout if something isn’t clear.  In today’s post please find: the very early read on natural gas inventories (consensus forming up at smaller than Z4 expected injection), comments on the TPIC quarter, comments on the IEA quarter, comments on the […]

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