Archive for the 'JKS' Category


15
Apr

Thursday Morning – JKS

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. . 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 […]


09
Apr

T.G.I.F.

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. . 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 […]


07
Dec

Monday Morning

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. . 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 […]


24
Sep

Thursday Morning – JKS, PLUG

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. . Market Sentiment Watch: Nervous market (tech market) conditions persist. In today’s post please find: the oil inventory review (positive as weeklies go, including gasoline stocks tipping below year ago levels as long running effort not to over produce keeps inventories in check), the natural gas preview, post quarter color and a cheat sheet […]


23
Sep

Wednesday Morning – JKS

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. .   In today’s post please find: the oil inventory preview (benign report expected; API was better for products last night), the natural gas inventory preview, comments on the JKS 2Q20 results (nice beat, strong outlook), and some other odds and ends. Ecodata Watch: We get Markit manufacturing PMI and servicing PMI at 9:45 am […]

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