26
Jan
. In today’s post please find: the oil inventory review (positive side of neutral as we got the reversion to more normal reporting, higher throughput, and much lower net imports – see oil inventory review section below), the natural gas preview, comments on quarterly results from TSLA – beat and sort of raise, LBRT […]
Posted in CNX, LBRT, TSLA, TXO, VLO | 101 Comments »
20
Oct
. . In today’s post please find: the oil inventory review (positive side of neutral type report), the natural gas preview (consensus at top of our range), comments on the LBRT (unowned) 3Q22 quarter, and some other odds and ends. Ecodata Watch: We get jobless claims at 8:30 am EST (F = 230,000; last read was […]
Posted in GNRC, LBRT, NFE, TSLA | 77 Comments »
26
Jul
. . Market Sentiment Watch: Fed action and press conference tomorrow. Housekeeping Watch: High call volume begins today. Please note that some of our comments may be more brief than usual. If something is not clear please ask. In today’s post please find: the early read on oil inventories, the very early read on natural […]
Posted in LBRT, RRC | 90 Comments »
21
Apr
. . Housekeeping Watch: We have transitioned to a new contact management system. IF you “unsubscribe” from one of our emails please know that you will not be able to receive ZBLAST emails in the future without going through a new process for receiving them. Did you know a subscription to Zman’s Energy Brain may […]
Posted in LBRT | 112 Comments »
09
Feb
. . 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. If you are not getting emails at the proper address or not getting them at all please let us know at zman@zmansenergybrain.com Also please put […]
Posted in ENPH, LBRT | 80 Comments »