Archive for the 'LBRT' Category


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 […]


28
Oct

Wednesday Morning

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. . Market Sentiment Watch: Energy eyes on earnings, China later this week (5 year plan details start emerging tomorrow) Energy eyes also on inventories and the election polls along with the broader market. Market eyes on Covid, Covid, Covid. In today’s post please find: the oil inventory preview, the natural gas inventory preview, several […]


02
Sep

Wednesday Morning – LBRT

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. . Market Sentiment Watch: Energy eyes are on oil inventories today with Laura suppressing both sides of the supply / demand ledger. That’s fine but other than a potential gap fill for WTI to $44 we don’t see a lot of near term upside potential and oil has remained mired in our near term […]


01
Sep

Tuesday Morning – Gassy Players Update, LBRT Goes Big

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. . Market Sentiment Watch: Many market eyes on the NFP at week’s end and then the three day weekend. China manufacturing sector grew at fastest pace in 10 years in August. In today’s post please find: the early read on oil inventories (more draws expected), the very early read on natural gas inventories (lower […]

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