Archive for the 'NEX' Category


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.  […]


02
May

Monday Morning – 1Q22 Energy Earnings Week 3

. . Z4 Sentiment Watch:  Big earnings week on tap. And the Fed is set to take more action (+50 bips) and talk about it mid week. Expect volatility.  As the earnings come out, especially in the back half of this week some of our comments may be more brief than usual. If something is […]


28
Apr

Thursday Morning – 1Q22 Earnings Avalanche Day 2

. . Z4 Sentiment Watch: We get several more reports from big cap gassy names today. We’ve been expecting a reiteration of “maintenance” (no growth) to continue to be the 2022 action plan and received a perfect score as AR, CNX, EQT and RRC all reiterated their commitment to discipline in the face of Appalachia […]

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