Archive for the 'NEX' Category


14
Sep

Tuesday Morning – NEX, Gassy Players Update

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 . . In today’s post please find: the early read on oil inventories (across the board inventory pulls expected), the very early read on natural gas inventories (bigger sequentially but smaller than year ago and five year average), a NEX update, a liquids rich gassy players update, and some other odds and ends. Ecodata Watch: […]


02
Aug

Monday – Friday Post (8/2/21 to 8/6/21)

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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 Have you bookmarked our backup site?  It’s rare but things do break on the internet. Please bookmark www.zmanbackup.wordpress.com Please see the housekeeping watch below.  In case you missed […]


22
Jul

Thursday Morning

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. . Housekeeping Watch:   Please see the housekeeping note near the bottom of this post.  In today’s post please find: the oil inventory review (neutral report with decent internals), the natural gas preview (consensus still calling for a smaller build this week vs last, in line with our thoughts from last Friday; notably it’s hotter […]


29
Jun

Tuesday Morning – NEX, VWDRY

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. . Market Sentiment Watch:  Same as yesterday. Expect volatility into quarter end. Expect trepidation and volatility before the OPEC+ meeting on July 1. In today’s post please find: the very early read on natural gas inventories (modestly bigger build expected relative to last week (as expected); next week look for a smaller injection), comments […]


14
Jan

Thursday Morning

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. . Market Sentiment Watch: Energy eyes on OPEC monthly and natural gas storage/weather.  The OPEC monthly as expected saw few changes with no change in the 2021 GDP forecast, no big shifts in supply nor demand and no change in the “Call on OPEC” for 2020 or 2021 (see our OPEC dashboard below). Market […]

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