Archive for the 'LBRT' Category


21
Apr

Free Post Thursday – LBRT

. . 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 […]


09
Feb

Wednesday Morning – ENPH, LBRT

 . . 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 […]


07
Jan

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 In today’s post please find: the natural gas review (much smaller than expected withdrawal on sloppy weather; look for the largest pull of the season next week, barely), an […]


27
Oct

Wednesday Morning – ENPH, QS, LBRT, RRC, MTDR

. . In today’s post please find: the oil inventory preview, the natural gas inventory preview, comments on the ENPH quarter (beat, guide above Street, improved supply chain backdrop, strong demand), comments on the QS quarter (incremental progress), comments on the LBRT quarter (mixed bag on costs; digiFrac gets long term contract biz), comments on […]


15
Sep

Wednesday Morning – LBRT, JKS

. . 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 […]

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