. . In today’s post please find: the oil inventory preview (across the board draw downs expected), the natural gas inventory preview (bigger sequential build, but smaller than last year or 5 year average), LBRT thoughts, JKS 2Q21 comments, and some other odds and ends. Ecodata Watch: We get import prices at 8:30 am EST (F […]
. . Market Sentiment Watch: Infrastructure compromise goosed stocks but we note there is still substantial doubt this will turn into a bill that can pass. U.S. working to remove travel ban for EU. U.S. says serious differences remains relative to Iran on renewed JCPOA, offering a bit of support ahead of OPEC+ next week […]
. . In today’s post please find: the oil inventory review (positive report highlighting strong YoY comparisons for throughput vs still low production levels), the natural gas preview, JKS update, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST (F = 710,000, last read was 744,000), We get retail […]
. . 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 (in line build this week; likely a 40 to 50 Bcf build next week, lower than the year ago […]
. . Market Sentiment Watch: California locking down. Azar says vaccine to be widely available for everyone in U.S. by 2Q21. Market want stimulus, clock is winding down on time to strike a deal. In today’s post please find: The Week That Was, The Five Things, Comments on the JKS 3Q20 results, and some other […]
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