Archive for the 'LBRT' Category


04
Jun

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 (rounding error high to Street, 1 Bcf off our quick table from last Friday; next week look for a […]


28
Apr

Wednesday Morning – ENPH, LBRT, FTCI

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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 Market Sentiment Watch: Fed day with more than the usual amount of tea leave reading likely. Also it’s OPEC+ day.  Potential for reduction in expected May and June […]


09
Mar

Tuesday Morning – LBRT and More

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.   In today’s post please find: the early read on oil inventories (time for a return to normalcy), the very early read on natural gas inventories (forming up roughly as expected; in line to a bit better than year ago levels, putting storage below 1.7 Tcf and positioning us well for a landing in […]


05
Feb

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 withdrawal, another large one next week), LBRT 4Q20 results, COG operations update, and some other odds and […]


05
Jan

Tuesday Morning – LBRT

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. . Market Sentiment Watch: Market eyes on Georgia vote and Covid numbers and new lockdowns in Europe and Asia, Energy market has all eyes on OPEC+ as the group couldn’t quite come to a consensus yesterday.   In today’s post please find: the very early read on natural gas inventories, comments and a cheat […]

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