Archive for the 'LBRT' Category


15
Sep

Wednesday Morning – LBRT, JKS

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. . 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 […]


28
Jul

Wednesday Morning

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. . Market Sentiment Watch: All eyes on the Fed’s tea leaves. Probably more on Covid as well.  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 Have you bookmarked our backup site?  It’s rare but things do break […]


22
Jul

Thursday Morning

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. . Housekeeping Watch:   Please see the housekeeping note near the bottom of this post.  In today’s post please find: the oil inventory review (neutral report with decent internals), the natural gas preview (consensus still calling for a smaller build this week vs last, in line with our thoughts from last Friday; notably it’s hotter […]


07
Jul

Wednesday Morning

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 . . In today’s post please find: the early read on oil inventories (another big oil draw expected; gasoline too), the very early read on natural gas inventories (consensus forming at/below our thoughts of this Thursday), comments and a cheat sheet for NOVA, and some other odds and ends. Ecodata Watch: We get job openings […]


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 […]

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