Archive for the 'NEX' Category


06
Dec

Tuesday Morning – ARRY, NEX

. . Housekeeping Watch:  If you sent us an email and didn’t get a response back pretty much immediately it likely was routed to spam. We get A LOT of spam and sometimes miss those notifications. If you think this is the case text us using the contact number on the contact page. In today’s […]


26
Oct

Wednesday Morning – ENPH, NEX, RES

. . Housekeeping Watch:  8 calls down, 65 to go. Very busy reporting week in the energy space. Some of our comments will be more brief than usual. If something isn’t clear please ask. In today’s post please find: the oil inventory preview, the natural gas inventory preview, comments on three names reporting 3Q22 results, […]


02
Sep

T.G.I.F.

. . 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 with the middle of our range; look for smaller build next week), the natural gas macro slide […]


27
Jul

Wednesday Morning – Fed + More Energy Earnings and the Oil and Natural Gas Inventory Previews

 . . Market Sentiment Watch: All eyes and ears on Fed action and press conference today.  Housekeeping Watch:  High call volume begins today. Please note that some of our comments may be more brief than usual. If something is not clear please ask.  In today’s post please find: the oil inventory preview (benign report expected , […]


16
Jun

Thursday Morning – CPE, NEX

.  . Market Sentiment Watch:  Fed hangover. In today’s post please find: the oil inventory review (pretty neutral as weeklies go; we’d be drawing hard were it not for the SPR), the natural gas preview (consensus in line with our thoughts), CPE – requested comments and cheat sheet update, and some other odds and ends.  […]

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