Archive for the 'MGY' Category


09
Jun

Wednesday Morning

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. . Market Sentiment Watch: Oil at 2.5 year highs. Our low leverage, oily, under spending names are at or very near all time highs and improved sentiment in the space meets discipline for names we’ve held for years now and added to on dips, especially in spring of 2020. Natural gas has risen to […]


26
May

Wednesday Morning – MGY

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. . In today’s post please find: the oil inventory preview (another benign weekly report expected), the natural gas inventory preview (first triple digit injection expected but it should be a rarity this season), MGY cheat sheet update, and some other odds and ends. Ecodata Watch: We get the EIA oil inventory report at 10:30 am […]


05
May

Wednesday Mornings – More Earnings

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. . In today’s post please find: the oil inventory preview (another benign to modestly positive report expected relative to fairly easy comparisons from a year ago), the natural gas inventory preview (consensus is falling towards our thoughts of a lowish number for the week (historically speaking), MGY 1Q21 comments, VWDRY 1Q21 comments, CRK 1Q21 […]


03
Mar

Wednesday Morning – SWN, MGY

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. . Market Sentiment Watch: Market leery of more SPACs coming to market this week. Energy markets watching re-opening announcements vs new variants and Covid numbers which have greatly improved but which may be seeing slowing improvement again (fear of the 4th wave). Energy eyes on OPEC+ chatter today and the expected decision tomorrow. Housekeeping […]


02
Mar

Tuesday Morning – MGY

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. . Housekeeping Watch:  Not getting ZBLAST trade notifications at the correct address?  Let us know at zman@zmansenergybrain.com.  In today’s post please find: the very early read on natural gas inventories (another bigger than year ago and five year average pull from storage expected; storage has shifted from price suppressive to very modestly price supportive; […]

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