. . 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 […]
. . 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; […]
. . Market Sentiment Watch: Economic eyes on Powell testimony. Market eyes on tech. In today’s post please find: the early read on oil inventories (big withdrawals expected in what will be a pretty sloppy report), the very early read on natural gas inventories (range forming up in 2nd biggest on record storage withdrawal territory), […]
. . Market Sentiment Watch: Big day for economic updates. Energy eyes on the Texas (and nearby grid). As a reminder, due to the holiday we don’t get the EIA oil inventory weekly until tomorrow. It will be the last normal looking one for a little while given the combination of refiner and production curtailments. […]
. . Market Sentiment Watch: Eyes probably a bit less focused on D.C. but we note President Elect Biden is now speaking to $2k checks and a $3 T package which includes infrastructure (please see our recent comments on infrastructure being a likely under-followed piece of the story at BWEN), Eyes on Covid vaccine deliver […]
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