Archive for the 'NIO' Category


12
Aug

Thursday Morning – Late in the quarter mini earnings avalanche

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. . Market Sentiment Watch: Late in the quarter but a busy day in the greater energy space for us. Comments may be briefer than usual. If something isn’t clear please ask.  In today’s post please find: the oil inventory review (neutral report), the natural gas preview (consensus in line with our thoughts; smaller build […]


09
Jul

T.G.I.F.

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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 In today’s post please find: the natural gas review (much smaller than expected build; look for a larger next week), the oil inventory review (positive report as weeklies […]


30
Apr

T.G.I.F.

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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 In today’s post please find: the natural gas storage review, comments COG 1Q21, comments on SWN 1Q21, comments on NIO 1Q21, and some other odds and ends. Ecodata Watch: […]


20
Apr

Tuesday Morning – NIO

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. . In today’s post please find: the early read on oil inventories (benign looking report with an expectation of a crude draw and small product builds; note this is another week of easy comps relative to last year due to the rapid decline in demand we were seeing a year ago due to Covid-19), […]


11
Aug

Tuesday Morning – Vestas, GDP, NIO, CXO

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. . Market Sentiment Watch: U.S. / China relations sink a little further as the U.S. retaliates (no specifics) and Trump says a Phase 1 deal with China means very little to him now and that’s he’s not sure if he wants to make a deal with China now. Russia says it has registered its […]

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